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

FINRA’s BrokerCheck

Navigation Closer - Orange X Icon
Navigation Opener - Orange Hamburger Icon
Golden State Wealth Management Logo - With Name Text

Our Team

01.


Meet Our Leaders

Daniel R. Catone

Founder & CEO
Learn More Left To Right Arrow

John Nahas

Founder & President
Learn More Left To Right Arrow

Patrick M. Catone

Founder & CCO
Learn More Left To Right Arrow

Kyle Fairall

CIO
Learn More Left To Right Arrow

Jennifer Nahas

CMO
Learn More Left To Right Arrow

Matthew Catone

EVP Business Strategy
Learn More Left To Right Arrow

Eric Ripley

EVP Business Development
Learn More Left To Right Arrow

Jill Schindler

Transition and Administrative Director
Learn More Left To Right Arrow

Leigh Jeter

Compliance and Administration Manager, Wealth Manager
Learn More Left To Right Arrow

Clint Nylander

Systems Manager
Learn More Left To Right Arrow

Susan Broxon

Administrative Assistant
Learn More Left To Right Arrow

02.


Meet Our Featured Advisor

Ideal Life Advisors
Wealth Advisors

Learn More Left To Right Arrow

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.

Golden State Wealth Management
Matthew B. Auchard

Learn More Left To Right Arrow
Golden State Wealth Management
Christopher Bates

Learn More Left To Right Arrow
Cornerstone Financial
Johnny Ceballos

Learn More Left To Right Arrow
Pointwealth Capital Management
Sandra Cho

Learn More Left To Right Arrow
Consolidated Financial Management


Learn More Left To Right Arrow
Golden State Wealth Management
Ashley Curiel

Learn More Left To Right Arrow
Precision Capital
Andre Dubois

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

Learn More Left To Right Arrow
Renaissance Wealth Management
Kyle Emerson

Learn More Left To Right Arrow
Eldridge Capital Group
David M. Eldridge

Learn More Left To Right Arrow
Fago Wealth Management
Travis Fago

Learn More Left To Right Arrow
Curt Howard Wealth Management & Insurance Solutions
Curt Howard

Learn More Left To Right Arrow
Golden State Wealth Management
Leigh Jeter

Learn More Left To Right Arrow
Tangent Retirement
Lee Jones

Learn More Left To Right Arrow
Golden State Wealth Management
Isaac Kim

Learn More Left To Right Arrow
Companion Wealth Management
KC Martel

Learn More Left To Right Arrow
Switchbacks Capital Advisory
Ryne Mading

Learn More Left To Right Arrow
Matz Wealth Management
Brian Matz

Learn More Left To Right Arrow
Miller Wealth Management
Rodd Miller

Learn More Left To Right Arrow
Westlake Investment Advisors
Rocky Mills

Learn More Left To Right Arrow
Bur Oak
Alexandre Murphy

Learn More Left To Right Arrow
Ogden Wealth Management
Robert Ogden

Learn More Left To Right Arrow
Vector3 Wealth Management
John Pak

Learn More Left To Right Arrow
Desert Cities Wealth Management
Misty Porter

Learn More Left To Right Arrow
Golden State Wealth Management
Earl Rideau

Learn More Left To Right Arrow
Rohling Wealth Management
Michael Rohling

Learn More Left To Right Arrow
Schneider Wealth Management
Todd Schneider

Learn More Left To Right Arrow
Stellar Wealth Advisors
Katherine Stellar

Learn More Left To Right Arrow
Laguna Pointe Wealth Advisors
Mario Vasquez

Learn More Left To Right Arrow
Legacy One Financial
Gaea Verneris

Learn More Left To Right Arrow
Golden State Equity Partners
Justin Vestman

Learn More Left To Right Arrow
Longevity Wealth
Kelli Young

Learn More Left To Right Arrow
Granite Bay Wealth Management
John Zezini

Learn More Left To Right Arrow

04.


Join Team Golden State

    Left To Right Arrow
    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.