Latest News and Press Releases

Golden State has been named on the USA Today Best Financial Advisory Firms list for 2024 marking its second consecutive year.

Kristy Motta, of Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year.

Kathleen Stephens launches Solaris Wealth Management, a DBA of Golden State.

Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management

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...

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,...

Arimathea is virtue-based investment strategy that empowers Catholic investors to align their financial goals with their deeply held faith.

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

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...

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...