Robert A. ”Rocky” Mills PresidentWestlake Investment AdvisorsGeneral: 805.277.-73005743 Corsa Avenue, Suite 113Westlake Village, CA 91362Email: [email protected] Business Profile Rocky is the founder and president of Westlake Investment Advisors. With 42 years in the investment advisory business, Rocky has held executive positions in New York and Chicago, as well as running highly acclaimed branch offices in […]
Historical comparisons of pandemics and the economy. Written by Daniel R. Catone | March 16, 2020 In a recent research I have found some historical examples of markets like our current one to better understand where we are and where we may go. The following information is extremely detailed and summarizes many hours of research. […]
South Coast Metro, Calif., February 18, 2020 – Golden State Wealth Management announced today its newest wealth managers, Curt Howard and Brian Rasmussen. Curt is the owner and founder of Curt Howard Wealth Management & Insurance Solutions located in Yuba City, CA. He is a seasoned financial advisor who is focused on value creation and […]
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 […]
Team Golden State is proud be be shining bright in the financial capital of the world. Click the link to watch the video.
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 […]
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 […]
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 […]