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Our Team

01.


Meet Our Leaders

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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Matthew Catone

EVP Business Strategy
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Jill Schindler

Transition and Administrative Director
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Clint Nylander

Systems Manager
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Susan Broxon

Administrative Assistant
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02.


Meet Our Featured Advisor

Ideal Life Advisors
Wealth Advisors

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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.

Arizona






Eldridge Capital Group
David M. Eldridge

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California






Golden State Wealth Management
Matthew B. Auchard

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Golden State Wealth Management
Christopher Bates

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Cornerstone Financial
Johnny Ceballos

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Pointwealth Capital Management
Sandra Cho

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Golden State Wealth Management
Ashley Curiel

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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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Curt Howard Wealth Management & Insurance Solutions
Curt Howard

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Tangent Retirement
Lee Jones

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Golden State Wealth Management
Isaac Kim

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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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Ogden Wealth Management
Robert Ogden

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Vector3 Wealth Management
John Pak

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Desert Cities Wealth Management
Misty Porter

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Golden State Wealth Management
Earl Rideau

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Rohling Wealth Management
Michael Rohling

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Stellar Wealth Advisors
Katherine Stellar

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Laguna Pointe Wealth Advisors
Mario Vasquez

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Legacy One Financial
Gaea Verneris

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Granite Bay Wealth Management
John Zezini

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Oregon






Consolidated Financial Management
Kristy Motta

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Montana






Switchbacks Capital Advisory
Ryne Mading

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Texas






Bur Oak
Alexandre Murphy

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Schneider Wealth Management
Todd Schneider

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Washington






Longevity Wealth
Kelli Young

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Wyoming






Heart Mountain Wealth Management
David Leighton

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04.


Join Team Golden State

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    Advisory services may be offered through 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 registered investment advisers with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training.