Golden State announced on behalf of Golden State Wealth Management, its newest wealth manager, Robert Ogden of Ogden Wealth Management & Planning Services in Santa Maria, Calif.
Ogden began his career in accounting in 1972 and became a Certified Public Accountant (CPA) in California in 1975. He has remained a CPA continuously since then. His experiences as a CPA have included working for large accounting firms as well as his own local practice in Santa Maria.
Ogden obtained his Certified Financial Planning designation in 2001 and has since built a wealth management and financial planning practice to help his clients in pursuing their objectives. He continues to provide his clients with the services a CPA can provide as a part of the planning process.
Golden State, a registered investment adviser, was founded in 2013 by a group of executives who collectively contribute more than 50 years of industry experience, and has partnered with advisers serving more than $1.5 billion in brokerage and advisory assets.
