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Our Advisors

01.


Meet Our Executives
Daniel R. Catone's Photo From Our Team'

Daniel R. Catone
Founder & CEO

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John Nahas's Photo From Our Team'

John Nahas
Founder & President

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Patrick M. Catone's Photo From Our Team'

Patrick M. Catone
Founder & CCO

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Kyle Fairall's Photo From Our Team'

Kyle Fairall
CIO

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02.


Meet Our
Featured Advisor
Sanda Cho's Photo'

Sandra Cho
Founder & President
Pointwealth Capital Management

03.


Featured Firms

Golden State partners with the industry’s top financial professionals. With offices expanding across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their clients.

Companion Wealth Management
KC Martel

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Oakmont Financial Group
Scott Harris

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Cornerstone Financial
Johnny Ceballos

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Ogden Wealth Management
Robert Ogden

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Desert Cities Wealth Management
Misty Porter

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Pointwealth Capital Management
Sandra Cho

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Fago Wealth Management
Travis Fago

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Precision Capital
Andre Dubois

Granite Bay Wealth Management
John Zezini

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Renaissance Wealth Management
Kyle Emerson

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Laguna Pointe Wealth Advisors
Mario Vasquez

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Rohling Wealth Management
Michael Rohling

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Lundqvist Wealth Strategies
Gabriella Lundqvist & Daniel Poppers

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Stellar Wealth Advisors
Katherine Stellar

Miller Wealth Management
Rodd Miller

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Westlake Investment Advisors
Rocky Mills

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04.


Join Team
Golden State
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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