Daniel Catone Email & Phone Number

The advisors of Golden State Wealth Management collectively manage approximately $3.5 billion in assets for thousands of advisory clients. Founding firms in the asset management, investment advisory, and financial planning fields, he and his partners pioneered the concept of the advisor owned Registered Investment Advisor. Leaving behind the dated “financial advisor as employee” model, his firm’s allow for direct advisor ownership of each of the Golden State companies. Through Golden State, he has enabled financial professionals to found their own practices and to deliver world class service and asset management. With dozens of financial advisor partners across the country, Golden State is helping thousands of clients find and pursue their life’s goals.Daniel experienced firsthand the challenges advisors face between their ruling wire houses & the burdens of running an independent business. Drawing upon his experience working with institutions such as Edward Jones, Wells Fargo, Wachovia, Raymond James & LPL Financial, Daniel rallied a team of skilled professionals to bring his vision to life. Daniel serves as the Managing Partner & co-founder of Golden State Wealth Management and Golden State Asset Management, as well as CFO for successful families across the country through his company, Redwood Investment Group, Inc.InvestmentNews’ 40 Under 40 nominations of advisors and associated professionals are evaluated based upon accomplishments in the industry to date, contributions to the industry, leadership and promise.

Listed skills include Wealth Management, Wealth Accumulation, Wealth Preservation Planning, Multi Generational Planning, and 25 others.