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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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Eric Ripley

EVP Business Development
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Jill Schindler

Transition and Administrative Director
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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.

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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Consolidated Financial Management


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Golden State Wealth Management
Ashley Curiel

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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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Eldridge Capital Group
David M. Eldridge

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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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Golden State Wealth Management
Leigh Jeter

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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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Switchbacks Capital Advisory
Ryne Mading

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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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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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Schneider Wealth Management
Todd Schneider

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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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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.