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 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $3 billion in assets under care. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, and a Turnkey Asset Management Program. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer*, Raymond James, TD Ameritrade Institutional, BNY Mellon | Pershing and Charles Schwab, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets. Recognized as one of Orange County’s largest RIAs**, Golden State’s flagship office is located in South Coast Metro, California. With a goal to continue expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors. For media inquiries: Jennifer Nahas 949-433-6860 [email protected] *As reported in Financial Planning magazine, June 1996-2021, based on total revenue. **As reported in Orange County Business Journal, June 1, 2021, based on assets under management.