Lakeport >> Golden State Wealth Management welcomes its newest affiliate, Jim Goetz. With seven years of financial experience with Chase and J.P. Morgan, he is continuing to build his business with Golden State. Before beginning his career in finance, Goetz 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, Goetz and his wife, Antoinette, have four adult children and seven grandchildren, with two more on the way. When he 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. He will be based in Lakeport and can be reached at 237-1561
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. For information, visit www.goldenstatewm.com.
