Golden State Wealth Management Welcomes Wealth Manager Mario Vasquez, Leaving J.P. Morgan Securities, LLC
Mission Viejo, Calif., November 21, 2016 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Mario Vasquez of Mission Viejo, California.
“I am excited to welcome Mario to the Golden State Wealth Management team. Mario’s knowledge and experience are exceptional and his commitment to providing outstanding service to his clients is at the very core of Golden State’s mission,” said Daniel Catone, president of Golden State Wealth Management.
Mario joins the team with over 10 years of experience in financial services. After obtaining his Bachelor Degree with a Major in Finance from the University of Florida, Mario received the opportunity to move to New York City to work on Wall Street with Lehman Brothers. In 2008 Mario moved to London to rollout prime services capabilities to international hedge funds clients. After 3 months on assignment, during the financial crisis, Lehman Brothers New York was bought by Barclays Capital.
Mario moved back to New York and joined Barclays Capital, working in the prime services group. Missing the strong support of his family, Mario decided to leave New York and seek employment in New Orleans. In 2009 Mario joined JPMorgan Private Bank as a Global Investment Specialist. There he helped high net worth clients to preserve and grow their wealth.
Mario’s main objective is to provide ethical financial advice to help clients achieve their personal financial goals. He believes there is no greater success than helping clients’ have a secure financial future.
Mario moved to California with his wife in 2012 and currently resides in Laguna Hills. They have three beautiful, rambunctious children and one Shih-Tzu named Oreo.
Outside of business, Mario enjoys traveling inside and outside the US. He also enjoys hiking and taking his children to the beach.
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.
Mario Vasquez 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.