Golden State Wealth Management Welcomes Wealth Manager Ric

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News Desk 2018
Golden State Wealth Management Welcomes Wealth Manager Ric Jurmu, Leaving Wells Fargo Advisors

IRVINE, Calif., April 13, 2016 (GLOBE NEWSWIRE) -- Golden State Wealth Management is excited to welcome its newest wealth manager, Ric Jurmu of Irvine Calif.

With over 25 years of experience working with major banks and investment companies, Mr. Jurmu is an accomplished wealth manager. Having spent over two decades working with financial institutions such as Smith Barney and Wells Fargo Advisors, Ric has developed the expertise needed to run a successful business. Mr. Jurmu uses his strong financial planning, researching, and analytical skills to formulate and accomplish the financial goals of high net worth individuals, families, and businesses.

“Ric’s experience, professionalism, and character are invaluable assets to the Golden State Wealth Management team. I am excited to welcome him and look forward to helping him continue to grow his business,” said Daniel Catone, Co-Founder and Managing Partner of Golden State Wealth Management.

Ric holds a B.A. in Finance from Michigan State University as well as an MBA from Stanford Graduate School of Business. In his free time Ric enjoys spending time outdoors; swimming, biking, as well as boating. Ric also plays the piano and violin.

Ric Jurmu is located in Irvine, California and looks forward to further expanding his business with Golden State Wealth Management.

About Golden State Wealth Management

Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development.  The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors.  Our partnership with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets. 

With a flagship office in Irvine, California and expanding offices across the country, Golden State Wealth Management is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members.  Golden State Wealth Management elevates the business of successful financial professionals through supported independence and practice ownership. The firm does this in three distinct areas: successful transitions, ongoing professional assistance, and forward looking business planning.   

Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.

866.273.1563 www.GoldenStateWM.com

*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.

Fredric Jurmu is a Registered Representative with and securities are offered through, LPL Financial.  Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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