Introducing Arimathea™: Where Catholic Values and Financial Goals Unite
01 nov. 2023 11h49 HE
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Golden State
Arimathea is virtue-based investment strategy that empowers Catholic investors to align their financial goals with their deeply held faith.
Golden State Ranked on Forbes America’s Top RIA Firms for 2023
17 oct. 2023 09h00 HE
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Golden State
Golden State announces its ranking on the Forbes America’s Top RIA Firms list for 2023.
Golden State Opens Its Second Utah Location, Welcoming Ben Marshall of Marshall Wealth Advisors
31 mai 2023 08h00 HE
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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
30 mai 2023 11h05 HE
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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 Expands into Arizona, Welcoming David M. Eldridge of Eldridge Capital Group
14 avr. 2021 08h00 HE
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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...
Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
12 avr. 2021 08h00 HE
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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...
Golden State Welcomes Wealth Manager, Todd Schneider of Schneider Wealth Management in Southlake, TX
29 mars 2021 08h00 HE
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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...
Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA
10 mars 2021 08h00 HE
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Golden State
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...
Golden State Welcomes Kristy Motta and Kari Raglione-Tissot of Consolidated Financial Management in Beaverton, Oregon
25 janv. 2021 08h00 HE
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Golden State
SOUTH COAST METRO, Calif., Jan. 25, 2021 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), an investment advisor registered with the SEC, is excited to begin the new year with the...
Golden State Welcomes Wealth Manager, John Pak of Vector3 Wealth Management in Santa Cruz, CA
15 déc. 2020 09h00 HE
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Golden State
South Coast Metro, Calif., Dec. 15, 2020 (GLOBE NEWSWIRE) -- Golden State, a registered investment adviser, is pleased to announce that John Pak of Vector3 Wealth Management has joined the team....