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What's New In Investments, Funds? - GGV Capital, Golden State
Editorial Staff
29 January 2021
GGV Capital
Global venture capital firm , an RIA with $2.0 billion of client money, has partnered with Consolidated Financial Management, a business located in Beaverton, Oregon.
Consolidated is run by Kristy Motta and Kari Raglione-Tissot.
Motta is an investment advisor representative in California, Texas and Oregon and has her Oregon state life, health and disability insurance license and her variable annuity license. Raglione-Tissot oversees analysis for financial plans and investment guidance. She is an investment advisor representative in California, Texas and Oregon.
Golden State was founded in 2013. The group’s family of companies are aligned with LPL Financial, Raymond James, TD Ameritrade and Charles Schwab.