Golden State Email Formats

Financial Services • Santa Ana, California, United States • 21-50 Employees

Golden State Email Formats

Golden State uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@teamgoldenstate.com), used 70% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@teamgoldenstate.com	70%
{first initial}	j@teamgoldenstate.com	30%

Key Contacts at Golden State

Jennifer Nahas

Chief Marketing Officer

Patrick Jeffs-Catone

Founder And Chief Compliance Officer

Jill Schindler

Transition And Administrative Director

Company overview

Headquarters	201 Sandpointe Ave., Suite #460, South Coast Metro, CA 92707, US
Phone number	+18662731563
Website	teamgoldenstate.com
NAICS	52
SIC	679
Keywords	RIA, Financial Services, Wealth Management, Advisory
Founded	2013
Employees	21-50
Socials

About Golden State

Golden State is a multi-custodial registered investment adviser with the U.S. Securities and Exchange Commission that is headquartered in South Coast Metro, California, with offices across the country. Through its affiliated companies—Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management—the firm empowers independent financial professionals with the tools, technology, and support they need to grow and manage successful practices. Golden State is committed to creating an atmosphere that benefits both advisors and their investors.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Golden State has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Golden State has never raised funding before.

Golden State Tech Stack

Discover the technologies and tools that power Golden State's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Site Kit

Analytics

jQuery Mobile

Mobile frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Golden State is located in Santa Ana, California, US.

You can reach Golden State at +18662731563.

Golden State was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Golden State has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Golden State

Jennifer Nahas

Chief Marketing Officer

Patrick Jeffs-Catone

Founder And Chief Compliance Officer

Jill Schindler

Transition And Administrative Director

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