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 can give is to leave everyone better off than you found them,” said Daniel R. Catone, Founder and CEO of Golden State Wealth Management. “I live by this principal daily and it has afforded me success in both my personal and professional life. Wealth management allows me to create a greater well-being for many people and I enjoy enriching the lives of those I have the opportunity to work with. I am honored to be recognized on this year’s 40 Under 40 list.”
InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.
“The men and women chosen as this year’s 40 Under 40 honorees were selected based on their level of accomplishment, contribution to the financial advice industry and leadership,” said Frederick P. Gabriel Jr., editorial director of InvestmentNews. “They serve as role models for other young professionals and suggest the financial advice industry has a bright future.”
Mr. Catone, along with the others making the 6th annual 40 under 40 list, is highlighted in the June 17th issue of InvestmentNews and online at investmentnews.com.
To learn more about Daniel R. Catone, please visit http://www.investmentnews.com/40.
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About Golden State
The Golden State family of companies are SEC registered investment advisers dedicated to financial professionals and their clients. The firm’s initial company 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 that seeks to provide its network of advisors with equity ownership opportunities. The Golden State family of companies maintain business alignments with LPL Financial, the nation’s largest independent broker/dealer1, Raymond James, , and Charles Schwab, some of the nation’s largest independent custodians, who provide comprehensive tools and research necessary in today’s complex markets.
Recognized as one of Orange County’s largest RIAs2, Golden State’s flagship office is located in South Coast Metro, California. With a goal to continue expanding offices across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.
- As reported in Financial Planning magazine, June 1996-2019, based on total revenue.
- As reported in Orange County Business Journal, June 3, 2019, based on assets under management.
Daniel Catone is a registered representative 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 in this content.