John Nahas is at the Raymond James Empower conference this week. It is exciting to see Gina Rypkema, CFP?, CKA?, APMA? and Heather from the Arise Wealth Management office at the conference!
Golden State
金融服务
South Coast Metro，CA 511 位关注者
Committed to our advisors, their clients and the future of financial advice.
关于我们
The Golden State family of companies are SEC registered investment advisers dedicated to financial professionals and their clients. The firm’s initial company was founded in 2013 and has partnered with advisors serving over $4 billion in assets under care*. Golden State’s infrastructure provides an extensive support network through various programs and resources. The Golden State family of companies maintain business alignments with some of the nation’s largest independent broker-dealers and independent custodians, who provide comprehensive tools and research necessary in today’s complex markets. Golden State’s flagship office is located in South Coast Metro, California. With offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For media inquiries: Jennifer Nahas [email protected] *SEC filings as of March 31; 2024; Golden State.
- 网站
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https://www.TeamGoldenState.com
Golden State的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- South Coast Metro，CA
- 类型
- 合营企业
- 创立
- 2013
- 领域
- Wealth Management、Advisory、Financial Services和RIA
地点
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主要
获取路线
201 Sandpointe Ave.
Suite #460
US，CA，South Coast Metro，92707
Golden State员工
动态
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Great insights by Sandra Cho!
The S&P 500 hit a new high on Friday. See how Pointwealth thinks the market will end the year as discussed on CNBC’s Closing Bell! #PointwealthCM #CNBC #ClosingBell
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Braving 14 miles of wind and wilderness— John Nahas and Matt Catone took team building to new heights!
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John Nahas, Daniel Catone, and Clint Nylander are representing Team Golden State at the Advise AI conference hosted by Financial Planning this week!
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We are proud to announce that Shook Research has once again recognized Golden State as a 2024 Forbes Top RIA firm. This prestigious honor reflects our unwavering commitment to supporting and positively impacting our financial advisors' lives. A heartfelt thank you to our dedicated team and advisors for your continued trust and partnership. We’re excited to build on this achievement and keep striving for excellence together. https://lnkd.in/gyRbJuW8
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One month since the Golden State Advisor Symposium, and we're still reflecting on how incredible it was! Another huge thank you to our incredible advisors, sponsors, and speakers for making it such a success. Your insights, energy, and support continue to inspire and elevate our community. #teamgoldenstate
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Matt Catone is representing the Golden State team at the Transamerica Investment Summit this week.
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Golden State is honored to recognize Sandra Cho as an InvestmentNews Women to Watch Portfolio Manager of the Year - Excellence Awardee for a third consecutive year!
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Golden State is proud to announce John Nahas as the new Chief Executive Officer. John, who has been with Golden State since its inception, has played a critical role in the firm’s development and success. Serving as president of the firm, he has been instrumental in driving the firm's business strategy, innovation and growth, consistently delivering outstanding results. As he steps into the role of CEO, John is committed to nurturing Golden State's core business while focusing on enhancing the experience of the firm’s advisors.
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