Golden State Wealth Management Welcomes Wealth Manager Joseph Azzopardi, Leaving J.P. Morgan Securities, LLC
South Coast Metro, Calif., June 30, 2016 (GLOBE NEWSWIRE) – Golden State Wealth Management welcomes its newest Wealth Manager, Joseph Azzopardi of Orange County, California.
Joseph joins the team with over 10 years of experience in financial services. After earning his B.S. in Finance from Cal State Long Beach, Joseph started his career with Northwestern Mutual Insurance Co. He eventually made the move to J.P. Morgan Securities, LLC. Joseph joins Golden State Wealth Management looking to grow his business and provide his clients with the highest level of service available.
As a Certified Financial Planner™, Joseph specializes in identifying, detailing, and executing the financial plans of individuals and families. Joseph excels at asset preservation strategies, retirement income and estate planning, employer sponsored plan solutions, and comprehensive financial planning.
“Joseph brings years of experience serving high net worth clients and lives the motto of Golden State – working ethically, legally and profitably. I am excited to welcome him to our team and look forward to helping him continue to grow his business.” said Daniel Catone, co-founder and Managing Partner of Golden State Wealth Management.
Joseph is located in South Coast Metro, CA and looks forward to further expanding his business with Golden State Wealth Management. Joseph can be reached either by phone at 866-273-1563 or by email at [email protected]
About Golden State Wealth Management
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors. Our alignment with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets.
With flagship office in South Coast Metro, California and expanding offices across the country, Golden State Wealth Management is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members. Golden State Wealth Management strives to elevate the businesses of successful financial professionals through supported independence and practice ownership. The firm does this in three distinct areas; successful transitions, ongoing professional assistance, and forward looking business planning.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.
Joseph Azzopardi is a Registered Representative with and securities are offered through, LPL Financial. Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.