Golden State Wealth Management, based - as its name suggests - in California, has hired wealth manager James Goetz from JP Morgan in Lakeport.

Before beginning his career in finance, Goetz served in the US Navy as an aviation electronics technician.

“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.

Golden State Wealth Management provides advisors with practice ownership, succession planning, investment services, compliance oversight and transition support.