Golden State has been recognized as one of the USA Today Best Financial Advisory Firms for 2024
April 25, 2024 08:00 ET
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Golden State
Golden State has been named on the USA Today Best Financial Advisory Firms list for 2024 marking its second consecutive year.
Golden State Opens Its Second Utah Location, Welcoming Ben Marshall of Marshall Wealth Advisors
May 31, 2023 08:00 ET
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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...
Golden State Awarded on the USA Today Best Financial Advisory Firms 2023 List
May 30, 2023 11:05 ET
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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...
Golden State’s brother duo team is now a trio
August 20, 2020 13:59 ET
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Golden State
SOUTH COAST METRO, Calif., Aug. 20, 2020 (GLOBE NEWSWIRE) -- Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team...
Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies
June 02, 2020 09:00 ET
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Golden State
SOUTH COAST METRO, Calif., June 02, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), a registered investment advisor, is pleased to announce the merger of Ideal Life...
Golden State Adds Another in the Evergreen State
April 28, 2020 15:15 ET
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Golden State
SOUTH COAST METRO, Calif., April 28, 2020 (GLOBE NEWSWIRE) -- Golden State announced today its second Washington office and newest wealth manager, Kelli Young, the owner and founder of Longevity...
Golden State Wealth Management Welcomes Wealth Managers Curt Howard and Brian Rasmussen
February 18, 2020 12:11 ET
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Golden State
SOUTH COAST METRO, Calif., Feb. 18, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management announced today its newest wealth managers, Curt Howard and Brian Rasmussen. Curt is the owner and...
Golden State Welcomes Robert A. Ogden of Ogden Wealth Management
July 24, 2019 11:00 ET
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Golden State
SOUTH COAST METRO, Calif., July 24, 2019 (GLOBE NEWSWIRE) -- Golden State announced today on behalf of Golden State Wealth Management, its newest Wealth Manager, Robert A. Ogden of Ogden Wealth...
Golden State Offers Advisors Equity Ownership in its Turnkey Asset Management Program
June 05, 2019 11:00 ET
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Golden State
SOUTH COAST METRO, Calif., June 05, 2019 (GLOBE NEWSWIRE) -- Golden State announced today on behalf of Golden State Asset Management (GSAM), an offering of equity ownership to advisors that...
Golden State Wealth Management Welcomes Wealth Manager Isaac Kim, Leaving Morgan Stanley Smith Barney
February 11, 2016 11:59 ET
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Golden State Wealth Management
TORRANCE, Calif., Feb. 11, 2016 (GLOBE NEWSWIRE) -- Golden State Wealth Management is excited to welcome its newest Wealth Manager, Isaac Kim of Torrance, Calif. Isaac joins the team with over 25...