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Golden State Wealth Management Logo - With Name Text

Who We Are

01.

The Golden State
Story

Golden State is a Registered Investment Advisor dedicated to financial professionals and their clients. The firm was founded in 2013 by a group of executives who collectively contribute over 50 years of industry experience and has partnered with advisors serving over $1.5 billion in brokerage and advisory assets. Golden State’s infrastructure provides an extensive support network through succession planning, compliance oversight, dedicated transition support, a cost-efficient investment platform and a Turnkey Asset Management Program with equity ownership opportunities. A business alignment with LPL Financial, the nation’s largest independent broker/dealer*, Raymond James, TD Ameritrade, and Charles Schwab, some of the nation’s largest independent custodians, provide comprehensive tools and research necessary in today’s complex markets.



With a flagship office in South Coast Metro, California and expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.




* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

02.

Our Mission

Golden State partners with the industry’s top financial professionals, providing clients with goal centered investment strategies, while offering wealth advisors the autonomy to build valuable and enduring practices focused on the future of financial advice.

03.

Our Executive Team

Daniel R. Catone

Founder & Chief Executive Officer (CEO)

Licenses: 7, 63, 65, 9, 10, LTC, Insurance
Securities Registrations held with LPL Financial
CA Insurance License #0D65334

Daniel is a Southern California native, originally from Fullerton in Orange County. A graduate of Whittier College with a History and Political Science degree, Daniel began his career in Geneva, Switzerland working for the United Nations High Commissioner for Refugees. Starting in September 2001, he worked as a wealth manager for Edward Jones Investments and, in 2005, founded his first investment management company, Redwood Investments. From Redwood Investments’ success grew the Golden State family of companies; firms built to empower fellow advisors through supported independence, asset management, and practice ownership.

As well as acting as the personal Chief Financial Officer for successful families across the country, he serves as Chief Executive Officer of Golden State and has nearly 20 years of industry experience. He was recently named a 2019 Top 40 Financial Advisor Under 40 by Investment News. He is a private pilot, finishing a master’s degree in Theology, and lives with his wife Jennifer and their four children on a family farm near Cody, Wyoming.

InvestmentNews’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise.

John Nahas

Founder & President

Licenses: 6, 7, 63, 65, LTC, Insurance
Securities Registrations held with LPL Financial
CA Insurance License #0D43833

John is a Southern California native, born in San Diego and raised in South Orange County. After graduating from the University of Southern California, Marshall School of Business, John began his career in financial services as an Internal Wholesaler for Metlife Investors in 2001. He was soon promoted to External Wholesaler and has worked with financial advisors in Philadelphia, New York City, and Los Angeles.

John is Founder and President for Golden State. In addition to his role as a wealth manager, John oversees both firm growth and advisor growth initiatives. He recognizes opportunities to work with and help advisors achieve their vision, paying close attention to their personal and business goals. From the initial recruiting process, to completing a successful transition, and forward-looking business planning, John remains attentive to each member of the Golden State team.

John lives with his wife Jennifer and son Jayden in Long Beach, CA. In his free time, he enjoys surfing, skiing, mountain biking and sailing. He is also a member of the Alpha Tau Omega Alumni association, the National Eagle Scout Association, and the Long Beach Yacht Club.

Patrick M. Catone

Founder and Chief Compliance Officer (CCO)

Licenses: 7, 63, 24, LTC, Insurance
Securities Registrations held with LPL Financial
CA Insurance License #0H03261

Patrick finds himself wearing many hats as both the Golden State Chief Compliance Officer and as a talented transitions expert. Levelheaded with a naturally calm demeanor, Patrick is happy to act as an open ear and sounding board for any anxious advisor. Patrick’s specialty is in providing advisors joining Golden State with personalized transition support. Preforming dozens of successful transitions across the Golden State universe, he has built a knowledge base extremely useful to an advisor looking for a smooth and efficient transition. Experienced assisting with transitions from wirehouses, broker-dealers and banks including Raymond James, Wells Fargo, LPL Financial, JP Morgan Chase, Morgan Stanley, UBS, and Merrill Lynch to name a few, Patrick has built a strong repertoire of processes to conduct these seemingly effortless transitions. While each advisor and each transition is unique, Patrick has an uncanny way of connecting with advisors and representing their interests with clients. Patrick believes an advisor should spend their time strengthening their client relationships and building a successful practice, while, at full advisor direction, he and his team proudly address the time-consuming operations necessary to facilitate a successful transition

Patrick and his family live in Los Angeles, CA. While travel isn’t as easy now with a toddler in tow, travel and food are some of his greatest passions. If not amid supporting an advisor transition, it isn’t uncommon to hear he has set flight for some distant location across the globe. Patrick also devotes much of his time and energy in supporting The Foundation Fighting Blindness, helping to build a social network for anyone impacted by this invisible disease.

Kyle Fairall

Chief Investment Officer (CIO)

Licenses: 7, 63, 24, LTC, Insurance
Securities Registrations held with LPL Financial
CA Insurance License #0H03261

Kyle serves as the company’s Chief Investment Officer and oversees the asset management operations. He began his career in 2005 working for Investors Bank & Trust and State Street where he focused on institutional investing. Kyle later partnered with Redwood Investments where he continues to practice wealth management. Shortly thereafter, he assumed the additional role with Golden State. He holds a Bachelors Degree in Finance with a minor in Economics.

Living on the Mendocino Coast in which he is a 4th generation native with his family, Kyle enjoys spending time with his two children and their many activities, including golfing and mountain biking.

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