SOUTH COAST METRO, Calif., Jan. 25, 2021 (GLOBE NEWSWIRE) — Golden State Wealth Administration (“Golden State”), an funding advisor registered with the SEC, is happy to start the brand new 12 months with the announcement of one other new partnership with Kristy Motta and Kari Raglione-Tissot of Consolidated Monetary Administration situated in Beaverton, OR. Their agency marks the primary DBA of Golden State to be within the state Oregon. Golden State’s present neighborhood of advisors is one quarter feminine, they usually handle practically half of Golden State’s $2 Billion AUM.
The feminine duo crew prides themselves on taking a complete method to working with company executives. Kristy and Kari transcend the design of particular person funding plans and embrace private information of compensation plans and employment advantages of their efforts to serve and care for his or her shoppers.
Kristy Motta, CFP® earned her B.A. in enterprise and advertising and marketing at Loyola Marymount College. She has been working in monetary companies since 1993 with a give attention to her consumer’s huge image, recognizing potential holes and providing helpful methods via funding portfolio design. She is an funding advisor consultant in California, Texas and Oregon and has her Oregon state life, well being and incapacity insurance coverage license and her variable annuity license.
Kari Raglione-Tissot, CFP® graduated magna cum laude from College of Portland in 2002 with a level in finance. Whereas pursuing her enterprise diploma is when she determined she needed to develop into a monetary planner. She oversees the detailed evaluation wanted for complete monetary plans and funding steering. She is an funding advisor consultant in California, Texas and Oregon. Study extra at www.cfmplanners.com.
“As Golden State grows and expands its footprint throughout the nation, including a agency like Consolidated Monetary Administration and skilled advisors like Kristy and Kari, broadens the depth and breadth in the neighborhood of monetary professions we create,” mentioned Daniel R. Catone, Founder and CEO of Golden State.
About Golden State
The Golden State household of firms are Funding advisers registered with the SEC devoted to monetary professionals and their shoppers. The agency’s preliminary firm was based in 2013 by a gaggle of executives who collectively contribute over 50 years of trade expertise and has partnered with advisors serving over $2 billion in brokerage and advisory belongings1. Golden State’s infrastructure gives an in depth assist community via succession planning, compliance oversight, devoted transition assist, a cost-efficient funding platform and a Turnkey Asset Administration Program that seeks to supply its community of advisors with fairness possession alternatives. The Golden State household of firms keep enterprise alignments with LPL Monetary, the nation’s largest unbiased dealer/vendor2, Raymond James, TD Ameritrade and Charles Schwab, among the nation’s largest unbiased custodians, who present complete instruments and analysis mandatory in immediately’s complicated markets. Acknowledged as one in all Orange County’s largest RIAs3, Golden State’s flagship workplace is situated in South Coast Metro, California. With a objective to proceed increasing places of work throughout the nation, Golden State is dedicated to creating an environment that advantages each advisors and their buyers. To study extra go to www.teamgoldenstate.com.
1 As of November 2020.
2 As reported in Monetary Planning journal, June 1996-2020, primarily based on whole income.
3 As reported in Orange County Enterprise Journal, June 1, 2020, primarily based on belongings underneath administration.
The monetary advisors of Golden State Wealth Administration are registered representatives with and securities supplied via LPL Monetary, Member FINRA/SIPC. Funding recommendation supplied via Golden State, an funding advisor registered with the SEC. Golden State, Consolidated Monetary Administration and LPL are separate entities.
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