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Daniel R. Catone Named to Wyoming Business Report’s 40 Under 40 List

South Coast Metro, Calif., January 22, 2020 – Golden State announced today that the Wyoming Business Report has recognized Daniel R. Catone as a 40 Under 40 honoree. The awards are varied by a diverse group of men and women who reflect the very best of Wyoming. Mr. Catone, the founder and CEO of Golden […]


Golden State Expands to Texas Welcoming Alexandre Murphy from Edward Jones

South Coast Metro, Calif., Nov. 11, 2019 Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it welcomes its newest Wealth Manager, Alexandre Murphy with Bur Oak Wealth Management located in Houston, Texas. This addition accounts for Golden State’s sixth advisor coming from Edward Jones. “I am pleased […]


Drawn to friendly atmosphere, California wealth manager becomes Powellite

By Kevin Killough Powell Tribune, Thursday, October 17, 2019 8:05 am Powell loves to distinguish itself with its friendly atmosphere. Besides making life for its residents more pleasant, this quality can attract more residents to town. Golden State Wealth Management CEO Daniel Catone was so taken in by it, he moved his family here from California. “I […]


Redwood Investments Founder Honored

Catone explains why Fort Bragg is just the right fit for a $1.5 billion firm By CHRIS CALDER | October 3, 2019 at 8:56 am, FORT BRAGG ADVOCATE NEWS Daniel Catone has made Redwood Investment Group into a small town operation. Its offices on Main Street in Fort Bragg are located in a historic bank building (the […]


Jennifer Nahas Joins Golden State

Jennifer Nahas Joins Golden State as Chief Marketing Officer South Coast Metro, Calif., Oct. 1, 2019 – Golden State, a registered investment advisor, announced today that Jennifer Nahas will be joining the company’s executive team in the newly created role of Chief Marketing Officer.   Golden State has experienced accelerated growth in recent years and […]


Golden State Signs Custodial Agreement with TD Ameritrade Institutional

South Coast Metro, Calif., Sept. 11, 2019 – Golden State, on behalf of Golden State Wealth Management, a registered investment advisor, announced today that it has entered into a custodial agreement with TD Ameritrade Institutional, a leader in U.S. retail trading. Golden State affiliated financial advisors now have an additional custodial option available and can access […]


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The financial consultants of Golden State are registered representatives with and securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Golden State, a Registered Investment Advisor. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business 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. 2019 Copyright © Golden State