Wealth managers Gabriella Lundqvist and Daniel Poppers have left Edward Jones Investments to team up with Golden State Wealth Management.
Lundqvist and Poppers, a husband and wife team, have joined their businesses to form Lundqvist Wealth Strategies to provide comprehensive support to help clients achieve their personal financial goals. Lundqvist Wealth Strategies provides an array of services, including investment management, retirement planning, insurance service, and education, tax, and social security planning.
Lundqvist, a native of Sweden and now a US citizen, came to the US on a full scholarship to play Division 1 college tennis in 1997 and is a graduate of Sacramento State University. Poppers, also a graduate of Sacramento State University, is a life-long resident of California and has been an investor since 1995.
“I am excited to welcome Gabriella and Daniel to the Golden State Wealth Management team. Their commitment to providing outstanding service to their clients is at the very core of Golden State’s mission. I am excited that our firm can help Gabriella and Daniel to grow their practice and deliver the unparalleled service their clients have come to expect,” says John Nahas, Chief Development Officer of Golden State Wealth Management.