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    Golden State Wealth Management, Llc

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    Description

    • Welcome to Golden State Wealth Management, a family of established financial advisors with a pride in putting our clients interests first. Founded in Northern Californias Mendocino County in 2005, we are a Registered Investment Advisor offering comprehensive investment strategies based on timely, unbiased research and industry-leading technology. We proudly serve individuals, businesses and families across the nation. Our founding partners bring you over 50 years of industry experience and are dedicated to meeting all your financial planning needs. From investments to retirement and estate planning, our range of services is always delivered at the highest standard in a modern and comfortable setting.We believe in a service and support model that allows flexibility for our advisors to make investment decisions based upon the best interest of the investor.Contact us for a free consultation to see how we can help you with your financial planning needs and experience the Golden State Standard today! https://www.goldenstatewm.com/contact/
    • location

      Headquarters:201 Sandpointe Ave Ste 460 Suite #460, Santa Ana, California, United States

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    • Golden State Wealth Management, Llc phone

      Phone Number: +1 866-273-1563

    • Golden State Wealth Management, Llc website

      Website: https://www.goldenstatewm.com

    • Golden State Wealth Management, Llc employees

      Employees:12

    • Golden State Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Golden State Wealth Management, Llc legal name

      Legal Name:Golden State Wealth Management, Llc

    • Golden State Wealth Management, Llc's Social Media

      Golden State Wealth Management, Llc linkedin Golden State Wealth Management, Llc facebook Golden State Wealth Management, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Golden State Wealth Management, Llc

    Daniel Catone

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    John Nahas

    Founder And President

    Eric Ripley

    Executive Vice President | Business Development

    Matt Catone

    Executive Vice President, Business Strategy

    Jill Schindler

    Transition And Administrative Director

    Joseph Azzopardi

    Wealth Manager

    Frequently Asked Questions regarding Golden State Wealth Management, Llc

    • Where are Golden State Wealth Management, Llc's Headquarters?

      Golden State Wealth Management, Llc's Headquarters are in 201 Sandpointe Ave Ste 460 Suite #460,Santa Ana,California,United States

    • What is Golden State Wealth Management, Llc's phone number?

      Golden State Wealth Management, Llc's phone number is +1 866-273-1563

    • What is Golden State Wealth Management, Llc's official website?

      Golden State Wealth Management, Llc's official website is https://www.goldenstatewm.com

    • What is Golden State Wealth Management, Llc's Revenue?

      Golden State Wealth Management, Llc's revenue is $1 - 10M

    • What is Golden State Wealth Management, Llc's NAICS code?

      Golden State Wealth Management, Llc's NAICS code is 523930

    • How many employees are working in Golden State Wealth Management, Llc

      Golden State Wealth Management, Llc has 12 employees

    • What is Golden State Wealth Management, Llc's Industry?

      Golden State Wealth Management, Llc is in the industry of Financial Services

    • Who is Golden State Wealth Management, Llc's CEO?

      Golden State Wealth Management, Llc's CEO is Daniel Catone

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