GoldBook Financial

✨ɴᴇᴡ ᴛᴇᴀᴍ ᴍᴇᴍʙᴇʀ ᴀɴɴᴏᴜɴᴄᴇᴍᴇɴᴛ✨

Please join us in welcoming Mark Daniels, Jr., our newest financial services professional located in our office!!

Mark is a recent graduate of the University of Alabama and is passionate about helping clients access the resources and solutions they need to create greater financial flexibility—and pursue what matters most to them. Welcome to the team, Mark!

Connect with Mark today!
https://bit.ly/3VkpgWX

✨ɴᴇᴡ ᴛᴇᴀᴍ ᴍᴇᴍʙᴇʀ ᴀɴɴᴏᴜɴᴄᴇᴍᴇɴᴛ✨

Please join us in welcoming Abby Allen, financial services professional located in our office!!

Abby began her financial services career as an insurance broker, building valuable experience in lead generation, client consultations, underwriting, and ongoing client support. We can’t wait to see all that she accomplishes and are excited to watch her grow in her new role!

Connect with Abby today!
https://bit.ly/4cxGNkm

✨ɴᴇᴡ ᴛᴇᴀᴍ ᴍᴇᴍʙᴇʀ ᴀɴɴᴏᴜɴᴄᴇᴍᴇɴᴛ✨

Please join us in welcoming Stephanie McGinnis, our newest financial services professional located in our office!!

Stephanie joins GoldBook with the firm belief that financial protection should feel personal, clear and practical – not overwhelming.

Connect with Stephanie today!
https://bit.ly/4hf6Yiu

Happy Labor Day!

A BIG thank you to all the workers who make it all happen!! To our amazing team, thank you for your hard work and dedication.

✨ɴᴇᴡ ᴛᴇᴀᴍ ᴍᴇᴍʙᴇʀ ᴀɴɴᴏᴜɴᴄᴇᴍᴇɴᴛ✨

Please join us in welcoming Dr. Michelle Umbower, PhD, our newest financial services professional located in our office!!

Dr. Michelle joins the company with more than six years of senior leadership experience in finance and operations within the financial services industry. Over the past year, she worked directly in insurance, helping individuals and families. We look forward to the experience and knowledge she will bring to the team.

Connect with Dr. Michelle today!
linkedin.com/in/dr-michelle-m-umbower-phd-48407224

With the flexibility to grow—and the support to scale—GoldBook Financial helps you define success on your terms. ​

Explore what’s possible at https://bit.ly/4h57RKq

Life is confusing. Life insurance doesn’t have to be. This September, let’s make sure your clients are protected. Contact us today.

https://bit.ly/4d8mjyL

🚀 We’re Hiring!!
📍 ꜱᴄᴏᴛᴛꜱᴅᴀʟᴇ, ᴀᴢ | ʟᴀ ᴊᴏʟʟᴀ, ᴄᴀ | ᴄᴏꜱᴛᴀ ᴍᴇꜱᴀ, ᴄᴀ | ʟᴏꜱ ᴀɴɢᴇʟᴇꜱ, ᴄᴀ

We’re looking for ambitious and talented financial professionals to join our growing team!! If you’re a driven professional looking to advance your career in a growth-oriented environment, we'd love to hear from you!

📍𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗜𝗻: Scottsdale | La Jolla | Costa Mesa | Los Angeles
💼 𝗢𝗻𝗴𝗼𝗶𝗻𝗴 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 | 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗖𝘂𝗹𝘁𝘂𝗿𝗲 | 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹

Learn more and apply today!
📍 Scottsdale, AZ
https://bit.ly/4hVYZrv

📍 La Jolla, CA | Costa Mesa, CA
https://bit.ly/4gDupAq

📍 Los Angeles, CA
https://bit.ly/45Qg2Eb

Interested? Connect with our recruiting coordinator!
Jaiden Phillips, [email protected]

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4yb7KTv