Golden State Wealth Management welcomes its newest affiliate, Jim Goetz. With 7 years of financial experience with Chase and J.P. Morgan, Mr. Goetz is continuing to build his business with Golden State. Before beginning his career in finance, Jim served in the U.S. Navy as an aviation electronics technician at Moffett Field Air Station.
“I am excited to welcome Jim to the Golden State Wealth Management team. Jim’s expertise in serving small town clients, with the knowledge and professionalism that rivals a big city firm is invaluable,” said Daniel Catone, Co-Founder and Managing Partner.
All avid San Francisco Giants baseball fans, Jim and his wife, Antoinette, have 4 adult children and 7 grandchildren. When Jim is not serving his clients, you can find him camping, free diving for abalone, or serving with his brother Knights of Columbus at community events. Jim will be based in Lakeport, California.
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 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 offers three distinct levels of affiliation (Gold, Silver and Bronze), to meet the modern advisors unique needs. Our Gold affiliates enjoy a fully furnished, staffed, and luxurious turnkey office, complete with concierge service. Silver affiliation, for the on-the-go financial advisor, supports remote flexibility with access to Golden State’s amenities. Lastly, Bronze, structured for the most independent advisor, provides access to the RIA and personalized attention based on individual business needs wrapped in an ultra-competitive revenue package.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
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*As reported in Financial Planning magazine, June 1996-2014, based on total revenue.
James Goetz 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.