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Matthew Thomas Catone

Golden State Wealth Management, LLC

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About Matthew Thomas Catone

Matthew Thomas Catone is a registered investment advisor representative with Golden State Wealth Management, LLC and Golden State Equity Partners, LLC. Matthew is also registered as an investment advisor in the state of California. He has a Series 65 license, having passed the Uniform Investment Adviser Law Examination on March 7th, 2021. Prior to joining Golden State Wealth Management, Matthew worked at the Los Angeles Times. Matthew is also a registered representative of Golden State Equity Partners, LLC, having passed the Series 65 in 2021. He is currently serving as a representative of the firm. Matthew's areas of expertise include retirement planning, college savings, and estate planning. He is also a specialist in financial planning for individuals, families, and businesses. He has a strong track record of helping clients achieve their financial goals.

Firm Information

Matthew Catone is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Matthew Catone’s Registration & Firm History

CA

03/08/2021 - Present

Golden State Wealth Management, LLC (SOUTH COAST METRO CA)

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Licenses & Designations

IA

Issued 03/07/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Catone.
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