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Our Team

01.


Meet Our Executives

Daniel R. Catone

Founder & CEO
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John Nahas

Founder & President
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Patrick M. Catone

Founder & CCO
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Kyle Fairall

CIO
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Jennifer Nahas

CMO
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02.


Meet Our Featured Advisor
Robert A. 'Rocky' Mills

Robert A. “Rocky” Mills, MBA, CIMA®
President
Westlake Investment Advisors

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.

Cornerstone Financial
Johnny Ceballos

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Pointwealth Capital Management
Sandra Cho

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Precision Capital
Andre Dubois

Ideal Life Advisors
Jim den Dulk, Gabriella Lundqvist, Daniel Poppers

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Renaissance Wealth Management
Kyle Emerson

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Fago Wealth Management
Travis Fago

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Curtis Howard Wealth Management and Insurance Services
Curtis Howard

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Lundqvist Wealth Strategies
Gabriella Lundqvist & Daniel Poppers

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Companion Wealth Management
KC Martel

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Matz Wealth Management
Brian Matz

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Miller Wealth Management
Rodd Miller

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Westlake Investment Advisors
Rocky Mills

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Bur Oak
Alexandre Murphy

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Ogden Wealth Management
Robert Ogden

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Desert Cities Wealth Management
Misty Porter

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Rassmusen Advisors
Brian Rassmusen

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Rohling Wealth Management
Michael Rohling

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Stellar Wealth Advisors
Katherine Stellar

Laguna Pointe Wealth Advisors
Mario Vasquez

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Legacy One Financial
Gaea Verneris

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Golden State Equity Partners
Justin Vestman

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Longevity Wealth
Kelli Young

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Granite Bay Wealth Management
John Zezini

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04.


Join Team Golden State
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The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. 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.