Sandra Cho, Founder and President of Pointwealth Capital Management, has been Recognized as One of AdvisorHub’s 2024 100 Women Advisors to Watch
July 09 2024 - 8:00AM
Golden State Wealth Management is thrilled to announce that Sandra
Cho, one of our reputed wealth managers, has been named in the
AdvisorHub's 2024 100 Women Advisors to Watch.
Out of nominations from 339 firms, Sandra Cho emerged,
showcasing her exceptional skills and dedication in the wealth
management industry. Sandra's relentless pursuit of financial
excellence, paired with her commitment to clients, sets her apart
in a highly competitive industry. She is known for her hard work,
dedication, and contributions to Pointwealth Capital Management and
the wealth management industry at large. This recognition reflects
both her capacity to deliver outstanding results and her efforts to
push past the status quo, propelling her firm forward through
dynamic strategies and client-centric approaches.
AdvisorHub received nominations from 339 firms who were required
to have a minimum of seven years’ experience, $150m minimum AUM,
and a clean regulatory record. Advisors were ranked on the 1) size
and makeup of their practice; 2) year-over-year growth; 3) and
professionalism. Participation in this ranking is open to any firm
or advisor and there are no fees for participation.
About Sandra Cho and Pointwealth Capital
ManagementSandra Cho is the Founder and President of
Pointwealth Capital Management (“Pointwealth”) in Encino,
California specializing in comprehensive, generational wealth
management. The advisors of Pointwealth Capital Management
collectively serve over $230 million in brokerage and advisory
assets as of 6/30/2024. With 20 years in the financial services
industry, Ms. Cho has previously been named as a Forbes
Best-In-State Top Women Wealth Advisor 2024, 2023 & 20221,
Forbes Top Women Wealth Advisor 2021 & 20202, and an Investment
News Women to Watch 20223. Learn more at www.pointwealthcm.com.
About Golden State Wealth ManagementGolden
State Wealth Management (“GSWM”) is a Registered Investment Adviser
that is dedicated to financial professionals and their clients. The
firm’s initial company was founded in 2013 and serves over $1.5
billion in assets under management4. GSWM’s infrastructure provides
an extensive business support network, while maintaining business
alignments with LPL Financial, the nation’s largest independent
broker/dealer5, BNY Mellon | Pershing, and Charles Schwab &
Co., Inc. With offices across the country, the firm is committed to
creating an atmosphere that benefits both advisors and their
investors. Learn more at www.teamgoldenstate.com.
Sandra Cho is a registered representative with, and securities
offered through LPL Financial, Member FINRA/SIPC. Investment advice
offered through GSWM an investment adviser registered with the SEC.
GSWM and Pointwealth Capital Management are separate entities from
LPL Financial. Registration as an investment adviser does not imply
a certain level of skill or training. For information pertaining to
the registration status of our firm, you may refer to the
Investment Adviser Public Disclosure website
(www.adviserinfo.sec.gov).
1 The Forbes ranking of Top Women Wealth Advisors Best-In-State,
developed by SHOOK Research, is based on an algorithm of
qualitative data, learned through surveys and interviews conducted
in-person, by telephone and virtually to evaluate best practices,
level of service, investing models and compliance records as well
as quantitative data, such as revenue trends and assets under
management.
2 The Forbes ranking of America’s Top Women Wealth Advisors,
developed by SHOOK Research, is based on an algorithm of
qualitative and quantitative data, rating thousands of wealth
advisors with a minimum of seven years of experience and weighing
factors like revenue trends, assets under management, compliance
records, industry experience and best practices learned through
telephone and in-person interviews. Portfolio performance is not a
criterion due to varying client objectives and lack of audited
data. Neither Forbes nor SHOOK receives a fee in exchange for
rankings.
3 Investment News will review nominees eligibility for the list
based on the following criteria: demonstrated success and
leadership in the financial advisory industry the ability or power
to effect change in the industry exhibited a willingness to share
her expertise with others in the field, including serving as a
mentor or role model to other female professionals in the industry
and speaking at industry events and giving back to her community
through such activities as sitting on boards, volunteering and
donating time to help investors.
4 Source: SEC filing as of March 31, 2024.
5 As reported in Financial Planning magazine, June 1996-2024,
based on total revenue.
Media Inquiries:Jennifer NahasCMO, Golden State Wealth
ManagementJennifer.nahas@teamgoldenstate.com