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Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management
March 19, 2024 08:00 ET | Golden State
Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management
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Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-In-State
February 22, 2024 11:25 ET | Golden State
SOUTH COAST METRO, Calif., Feb. 22, 2024 (GLOBE NEWSWIRE) -- Golden State Wealth Management, a registered investment adviser, is proud to announce that two of their wealth advisors have been named...
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Golden State Welcomes its newest advisor, Mary Avella of Avella Private Wealth
November 16, 2023 08:00 ET | Golden State
SOUTH COAST METRO, Calif., Nov. 16, 2023 (GLOBE NEWSWIRE) -- Golden State, a registered investment adviser, is proud to welcome Mary Avella of Avella Private Wealth Advisors in Lafayette,...
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Introducing Arimathea™: Where Catholic Values and Financial Goals Unite
November 01, 2023 11:49 ET | Golden State
Arimathea is virtue-based investment strategy that empowers Catholic investors to align their financial goals with their deeply held faith.
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Golden State Ranked on Forbes America’s Top RIA Firms for 2023
October 17, 2023 09:00 ET | Golden State
Golden State announces its ranking on the Forbes America’s Top RIA Firms list for 2023.
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Golden State Opens Its Second Utah Location, Welcoming Ben Marshall of Marshall Wealth Advisors
May 31, 2023 08:00 ET | Golden State
SOUTH COAST METRO, Calif., May 31, 2023 (GLOBE NEWSWIRE) -- Golden State is proud to welcome Ben Marshall of Marshall Wealth Advisors in Lehi, Utah who has been helping clients achieve financial...
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Golden State Awarded on the USA Today Best Financial Advisory Firms 2023 List
May 30, 2023 11:05 ET | Golden State
SOUTH COAST METRO, Calif., May 30, 2023 (GLOBE NEWSWIRE) -- Golden State has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA...
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Golden State Expands into Arizona, Welcoming David M. Eldridge of Eldridge Capital Group
April 14, 2021 08:00 ET | Golden State
SOUTH COAST METRO, Calif., April 14, 2021 (GLOBE NEWSWIRE) -- Golden State, an investment advisor registered with the SEC, is pleased to announce its expansion into Arizona with the addition of...
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Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
April 12, 2021 08:00 ET | Golden State
ENCINO, Calif., April 12, 2021 (GLOBE NEWSWIRE) -- Sandra Cho, founder and President of Pointwealth Capital Management in Encino, CA, has been named one of the 2021 Top Women Wealth Advisors in the...
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Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX
March 29, 2021 08:00 ET | Golden State
SOUTH COAST METRO, Calif., March 29, 2021 (GLOBE NEWSWIRE) -- Golden State, an investment advisor registered with the SEC, announced today that Todd Schneider of Schneider Wealth Management has...