Lee Jones of Tangent Retirement, located in South Coast Metro, Calif., has joined the Golden State family of companies with $40 million in client assets, according to a spokesperson.
An independent practitioner, Jones specializes in asset management with a focus on retirement and income planning. He primarily works with executives, engineers, small business owners, retirees and individuals seeking financial guidance during a divorce or legal settlement.
Founded in 2013, the Golden State family of companies is made up of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management. The company is one of Orange County’s largest registered investment advisors.