Golden State Wealth Management Welcomes Lundqvist Wealth Strategies, Leaving Edward Jones Investments

Granite Bay, Calif., August 29, 2017 (GLOBE NEWSWIRE) – Golden State Wealth Management is excited to welcome its newest Wealth Managers, Gabriella Lundqvist and Daniel Poppers of Lundqvist Wealth Strategies. Gabriella and Daniel, a husband and wife team, have joined their businesses to form Lundqvist Wealth Strategies to provide comprehensive support to help clients achieve…

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Golden State Wealth Management Welcomes Wealth Manager Mario Vasquez, Leaving J.P. Morgan Securities, LLC

Mission Viejo, Calif., November 21, 2016 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Mario Vasquez of Mission Viejo, California. “I am excited to welcome Mario to the Golden State Wealth Management team. Mario’s knowledge and experience are exceptional and his commitment to providing outstanding service to his clients is…

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Golden State Wealth Management Welcomes Wealth Manager Christopher Bates, Leaving J.P. Morgan Securities LLC

Santa Rosa, Calif., March 3, 2017 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Christopher Bates of Santa Rosa, California. “I am excited to welcome Chris to the Golden State Wealth Management team. Chris’s combination of professional experience and personal integrity are exactly what our firm looks for in our…

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Golden State Wealth Management Welcomes Wealth Manager Justin Vestman, Leaving J.P. Morgan Securities, LLC

Santa Monica, Calif., August 3, 2016 (GLOBE NEWSWIRE) – Golden State Wealth Management welcomes its newest Wealth Manager, Justin Vestman of Santa Monica, California. Justin specializes in providing goal based financial and retirement planning and asset preservation to small business owners, individuals, and families. Justin joins the team with over 9 years of experience as…

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Golden State Wealth Management Welcomes Wealth Manager Joseph Azzopardi, Leaving J.P. Morgan Securities, LLC

South Coast Metro, Calif., June 30, 2016 (GLOBE NEWSWIRE) – Golden State Wealth Management welcomes its newest Wealth Manager, Joseph Azzopardi of Orange County, California. Joseph joins the team with over 10 years of experience in financial services. After earning his B.S. in Finance from Cal State Long Beach, Joseph started his career with Northwestern…

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Mendo Lake Credit Union Partners with Golden State Wealth Management to Provide Financial Advisory Services to Members

Ukiah, California – July, 20 2016 – Mendo Lake Credit Union has been providing quality financial services to residents of Mendocino and Lake county since 1959.  The credit union’s vision is to empower both individual and community prosperity to assist in making Lake and Mendocino counties great places to work.  With that in mind, Mendo…

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Golden State Wealth Management Welcomes Wealth Manager Isaac Kim, Leaving Morgan Stanley Smith Barney

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 years of experience in public accounting and financial services. He has worked on three continents in a variety of roles including tax accounting,…

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Daniel Catone, a Five Star Professional!

Recently, our founding partner, Daniel Catone, was awarded the Five Star Professional Award in Excellence for Wealth Managers. 

The Five Star Award recognizes service professionals who provide quality services to their clients and is based on vigorous research and evaluation. 

Congratulations Daniel!

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.

The full list of winner and further information about the Five Star Professional Award can be found at:
www.fivestarprofessional.com

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LPL Financial Welcomes Sandra Cho of Pointwealth Capital Management

SAN DIEGO, Oct. 06, 2015 (GLOBE NEWSWIRE) — LPL Financial LLC, the nation’s largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that Sandra Cho of Encino, Calif., has joined the LPL broker-dealer platform. Cho has formed Pointwealth Capital Management, an independent advisor firm and will provide fee-based advisory services…

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If you are a client of an LPL Financial advisor, please contact your advisor with any account-related inquiries. If your advisor is unavailable, you may call (800) 558-7567 for assistance from an LPL Financial associate.

Investment products, consultation and investment process, business focus and knowledge as indicated within this website may vary among affiliates of Golden State Wealth Management, LLC. Clients are urged to perform due diligence when selecting advisors to confirm understanding of advisor’s business process and knowledge. The financial consultants of Golden State Wealth Management, LLC are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investments advice offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.

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