Santa Rosa, Calif., March 3, 2017 – Golden State Wealth Management is excited to welcome its newest Wealth Manager, Christopher Bates of Santa Rosa, California.
“I am excited to welcome Chris to the Golden State Wealth Management team. Chris’s combination of professional experience and personal integrity are exactly what our firm looks for in our affiliated advisors. I am excited that we can help Chris to grow his practice and deliver the level of service his clients have come to expect,” said Daniel Catone, CEO of Golden State Wealth Management.
Christopher joins the team with over 40 years of experience in financial services. Christopher began his career as a branch manager for American Savings, who were eventually purchased by Washington Mutual. He soon became a registered representative with Washington Mutual and later, JP Morgan Securities.
Christopher’s main objective is to provide ethical advice to help clients achieve their personal financial goals. He believes in pursuing his client’s best interests without limitations or the distractions of selling additional non-investment related bank products. Christopher specializes in wealth transfer, as well as retirement planning for families and small business owners.
Christopher is happily married to his wife Teresa. They have two children and three grandchildren, with a fourth arriving in May. In his free time, Chris enjoys traveling, golfing, gardening, and spending time with family.
Christopher can be contacted by phone at 707-236-6302, or by email at [email protected]
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 alignment with LPL Financial, the nation’s largest independent broker/dealer*, provides comprehensive tools and research necessary in today’s complex markets.
With flagship office in South Coast Metro, 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 strives to elevate the businesses 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.
*As reported in Financial Planning magazine, June 1996-2016, based on total revenue.
Christopher Bates 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.