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PETALUMA, Calif., March 31, 2016 -- Golden State Wealth Management is excited to welcome its newest Wealth Manager, Jason Diaz of Petaluma, Calif.
Jason joins the team with 6 years of experience in financial services. A veteran of the United States Marine Corps, Jason began his financial career in Northern California in 2011. Jason specializes in retirement, estate, and tax planning, as well as 401K administration, business consulting, and general wealth management. He also holds a Master’s degree in Business Administration with a concentration in Strategic Planning and Finance. Jason prides himself on running his business under the strict moral code learned during his time in the United States Marine Corps.
“I am excited to welcome Jason as the newest member of the Golden State team. Jason brings years of experience serving high net worth clients across the country and lives the motto of Golden State - working ethically, legally and profitably.” said Daniel Catone, co-founder and Managing Partner of Golden State Wealth Management.
In his free time, Jason enjoys spending time with family and friends, cycling, swimming, riding his motorcycle, wine tasting, and playing with his dog, Major. Jason is located in Petaluma, California and looks forward to further growing his business with Golden State Wealth Management.
About Golden State Wealth Management
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors. Our partnership with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets.
With a flagship office in Irvine, California and expanding offices across the country, Golden State Wealth Management is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members. Golden State Wealth Management elevates the business of successful financial professionals through supported independence and practice ownership. The firm does this in three distinct areas: successful transitions, ongoing professional assistance, and forward looking business planning.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
866.273.1563
www.GoldenStateWM.com
*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.
Jason Diaz is a Registered Representative with and securities are offered through, LPL Financial. Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, a registered investment advisor and separate entity from LPL Financial.
