Daniel Robert Catone

Daniel Robert Catone

Directeur Général chez Golden State Wealth Management LLC

Finance
Consumer Services

Profil

Mr. Daniel R.
Catone is a Founder & Chief Executive Officer at Golden State Equity Partners LLC and Golden State Wealth Management LLC.
As well as acting as the personal Chief Financial Officer for successful families across the country, he has been in the industry for over 20 years.
Mr. Catone began his career in Geneva, Switzerland working for the United Nations High Commissioner for Refugees.
Starting in September 2001, he worked as a wealth manager for Edward Jones Investments and, in 2005, founded his first investment management company, Redwood Investments.
From Redwood Investments’ success grew Golden State Wealth Management, a firm that empowers fellow advisors through supported independence and practice ownership.
Mr. Catone graduated with a History and Political Science degree from Whittier College.
He holds the designation of Accredited Wealth Management Advisor.

Postes actifs de Daniel Robert Catone

SociétésPosteDébut
Directeur Général 01/01/2013
Directeur Général 01/01/2017
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Formation de Daniel Robert Catone

Whittier College Undergraduate Degree

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