People Moves

Golden State Wealth Management Recruits From Wells Fargo

Eliane Chavagnon Editor - Family Wealth Report April 1, 2016

Golden State Wealth Management Recruits From Wells Fargo

California-based Golden State Wealth Management has added to its team in Petaluma.

Golden State Wealth Management has hired wealth manager Jason Diaz from Wells Fargo in Petaluma, CA.

Diaz joins the team with six years of experience in financial services. He specializes in retirement, estate and tax planning, as well as 401(k) administration, business consulting and other areas of wealth management.

Golden State Wealth Management is a hybrid RIA based in Irvine, CA, with other offices across the US.

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