Latest News and Press Releases

Golden State’s continued presence on USA Today's Best Financial Advisory Firm list is a testament to its commitment to serving financial advisors.

Pointwealth Capital Management is proud to announce the acquisition of Glenn Hruska.

By taking the helm at Aurum Investment Management, Valerie Krebs can provide greater flexibility in managing wealth for her varied clientele.

Golden State Wealth Management welcomes Ben Schulte, who operates under the DBA, Omega Wealth Management, located in Carlsbad, California.

Justin Peek of PEEK WEALTH in Carlsbad, CA, has expanded its team and is excited to welcome Brett Elliott as a Financial Advisor coming from Edward Jones.

Golden State announces its ranking on the Forbes America’s Top RIA Firms list for 2023.

SOUTH COAST METRO, Calif., March 10, 2021 (GLOBE NEWSWIRE) -- Golden State Equity Partners (“Golden State”), an investment advisor registered with the SEC, is pleased to announce that Lee Jones of...

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...

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...

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...