Golden State Wealth Management Welcomes Wealth Manager Manus Duffy, Leaving Union Bank Investment Services

IRVINE, Calif., May 1, 2015 (GLOBE NEWSWIRE) -- Golden State Wealth Management is pleased to welcome its newest wealth manager, Manus Duffy. Manus joins the team with 12 years of experience in financial services. After graduating from Evergreen State College, Manus started his financial career with Washington Mutual in Orange County, California. Throughout his career, Mr. Duffy has continuously expanded his market reach to include clients across the west coast.

Manus has over a decade of success in high volume revenue production and achieving aggressive performance goals. Mr. Duffy uses his extensive investment product knowledge along with strong financial planning, researching, and analytical skills to formulate and accomplish the financial goals of high net worth individuals and families.

“I am excited to welcome Manus as the newest member of the Golden State team. Manus brings years of experience serving high net worth clients across the country and lives the motto of Golden State - working ethically, legally and profitably when possible,” said Daniel Catone, co-founder and Managing Partner of Golden State Wealth Management.

Manus is located in Bayside, 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 offers three distinct levels of affiliation (Gold, Silver and Bronze), to meet the modern advisor's 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.

*As reported in Financial Planning magazine, June 1996-2015, based on total revenue.


Manus Duffy 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.

Source: Golden State Wealth Management