Check the background of investment professionals associated with this site on:

FINRA’s BrokerCheck

Golden State Wealth Management Logo - With Name Text

Media

Daniel R. Catone named to InvestmentNews’ 2019 40 Under 40 List

South Coast Metro, Calif., June 17, 2019 – 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 […]


Golden State Offers Advisors Equity Ownership in its Turnkey Asset Management Program

South Coast Metro, Calif., June 5, 2019 – Golden State announced today on behalf of Golden State Asset Management (GSAM), an offering of equity ownership to advisors that participate in GSAM’s Turnkey Asset Management Program (TAMP). The TAMP is an SEC-approved, Registered Investment Advisor program that provides a simplified solution for advisors to better manage […]


Golden State Wealth Management Welcomes Lundqvist Wealth Strategies, Leaving Edward Jones Investments

Granite Bay, Calif., August 29, 2017 (GLOBE NEWSWIRE) – Golden State Wealth Management is excited to welcome its newest Wealth Managers, Gabriella Lundqvist and Daniel Poppers of Lundqvist Wealth Strategies. Gabriella and Daniel, a husband and wife team, have joined their businesses to form Lundqvist Wealth Strategies to provide comprehensive support to help clients achieve […]


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 […]


Golden State Wealth Management Welcomes Wealth Manager Christopher Bates, Leaving J.P. Morgan Securities LLC

Santa Rosa, Calif., March 3, 2017 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Christopher Bates of Santa Rosa, California. “I am excited to welcome Chris to the Golden State Wealth Management team. Chris’s combination of professional experience and personal integrity are exactly what our firm looks for in our […]


Market Update: Tuesday, February 21, 2017

Market Update Stock advance continues following record-setting week. (10:15am ET) U.S. stocks are moving higher in early trading as markets reopen following the Presidents’ Day holiday. All three major averages ended the prior week at record highs; the S&P 500 (+0.2%) advanced modestly as telecom (+0.9%) was the best performing sector. Equities in Asia closed […]


Market Update: Monday, February 13, 2017

Market Update U.S. indexes aim for fresh record highs on global strength. (9:45am ET) Domestic markets look to add to last week’s gains after the S&P 500 rose 0.4% Friday with all but one sector finishing in the green; materials (+0.9%), energy (+0.8%), and industrials (+0.8%) led the way while consumer staples (-0.1%) lost ground. […]


Market Update: Monday, February 6, 2017

Market Update Stocks tick lower to begin quiet week. (9:58am ET) The S&P 500 is modestly lower in early trading, kicking off a week with little upcoming in the way of economic data and policy; earnings will likely take center stage. The S&P logged a 0.7% gain on Friday following the monthly jobs report, though […]


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