Experience the Golden State Standard

with Golden State Wealth Management

40 Under 40!

InvestmentNews has recognized Daniel R. Catone as a 2019 40 Under 40 Honoree. Mr. Catone was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.
“The greatest gift you can give is to leave everyone better off than you found them,” said Daniel R. Catone, Founder and CEO of Golden State Wealth Management. “I live by this principal daily and it has afforded me success in both my personal and professional life. Wealth management allows me to create a greater well-being for many people and I enjoy enriching the lives of those I have the opportunity to work with. I am honored to be recognized on this year’s 40 Under 40 list.”

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We believe in a service and support model that allows flexibility for our advisors to make investment decisions based upon the best interest of the investor.

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Whether you are looking to grow, protect or transfer your investments, Golden State Wealth Management is here to help.

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Golden State Wealth Management partners with LPL Financial (member of FINRA/SIPC) for brokerage, proprietary technology, and advisory services.
LPL is an industry leader in brokerage services, assisting over 14,000 advisors as the nation’s largest independent broker/dealer*. From advisory platforms to technology solutions, LPL has an established, open-architecture platform and does not offer proprietary products.
We value our partnership with LPL as we believe their transparency and tradition in the industry is unmatched. Their stability gives us the strength to manage your accounts with confidence.

* As reported in Financial Planning magazine June 1996-2015, based on total revenues

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Above all, Golden State advisors have a dedication to helping their clients pursue their retirement dreams. Staying abreast of leading technology and current resources, we continually work to empower our clients with relevant and personalized advice. We are professionals dedicated to discover, recommend, implement, and review our client’s best financial plan with decisiveness and care.

Contact us today for a free consultation. We’ll discuss all your questions and concerns and help you on your roadmap to financial confidence.

BROCHURE

If you are a client of an LPL Financial advisor, please contact your advisor with any account-related inquiries. If your advisor is unavailable, you may call (800) 558-7567 for assistance from an LPL Financial associate.

Investment products, consultation and investment process, business focus and knowledge as indicated within this website may vary among affiliates of Golden State Wealth Management, LLC. Clients are urged to perform due diligence when selecting advisors to confirm understanding of advisor’s business process and knowledge. The financial consultants of Golden State Wealth Management, LLC are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investments advice offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY. Golden State Wealth Management is a registered investment adviser in the States of California and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden State Wealth Management, LLC unless a client service agreement is in place.