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# Goldbook Financial: A member of the MassMutual family of firms, GoldBook Financial provides individuals, business owners and corporations with personalized advice and solutions to protect what matters. Our culture of excellence and exemplary support team helps define our mission to be the first firm you think of when seeking insurance, investment and financial planning strategies and the firm of choice for talented people seeking a financial services career

## Sitemaps
[XML Sitemap](https://goldbookfinancial.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Pages
- [Brokerage](https://goldbookfinancial.com/brokerage/): At GoldBook Financial, our Brokerage Team empowers you, our independent financial advisors, with the tools, resources, and guidance you need to build thriving practices and serve your clients with unwavering confidence. We’re dedicated to offering personalized solutions that drive success, freeing you to focus on what truly matters – nurturing relationships and providing meaningful value.
- [California Resident Privacy Policy](https://goldbookfinancial.com/notice-to-california-consumers/): This California Resident Privacy Notice (“California Policy”) provided by GoldBook Financial LLC ("Company" or "We") supplements the information contained in the Website Privacy Policy (“Privacy Policy” or “Policy”) and applies solely to individual residents of the State of California ("consumers" or "you").
- [Privacy Policy](https://goldbookfinancial.com/privacy-policy/): GoldBook Financial LLC (“Company,” “we” or “us") is committed to respecting the privacy rights of its customers, visitors and other users of its website. We created this Website Privacy Policy to demonstrate our commitment to fair information practices and the protection of privacy. Our information practices for this website are described below.
- [Newsletter Signup](https://goldbookfinancial.com/newsletter-signup/)
- [News](https://goldbookfinancial.com/news/)
- [About](https://goldbookfinancial.com/about/): A member of the MassMutual family of firms, GoldBook Financial provides individuals, business owners and corporations with personalized advice and solutions to protect what matters. Our culture of excellence and exemplary support team helps define our mission to be:
- [Business Solutions](https://goldbookfinancial.com/business-solutions/): As a business owner, you understand risk because you deal with it on a daily basis. But what about the risks of owning your business beyond day-to-day activities? What happens to your business if anything should happen to you or perhaps a partner or key associate? Have you taken steps to fulfill your vision for your business after you retire?
- [Individual Solutions](https://goldbookfinancial.com/individual-solutions/): Learn more about the wide variety of insurance solutions we offer our clients. Leverage the advice and guidance of professionals who will help you make informed choices.
- [Individuals and Businesses](https://goldbookfinancial.com/solutions-individuals-and-businesses/): Whether you’re seeking to plan your estate, grow your assets, protect your family or keep your business running at maximum efficiency, you can look to us for personalized solutions:LEARN MORELEARN MORE
- [Contact Us](https://goldbookfinancial.com/contact-us/)
- [Leadership](https://goldbookfinancial.com/leadership/): Victor B. Goldman, CLTC® Chief Executive Officer & Managing Partner Email Me (480) 638-2244 Cynthia Fishman Senior Vice President, Advisor & Agency Support Email Me (480) 638-2106 Heather LaVictoire Brokerage Director Email Me (480) 638-2197 Kristen Bedoe Director of Marketing Email Me (480) 638-2120 Jonathan D. Goldman, CFP®, AWMA®, LUTCF® Investment Specialist Email Me (480) 638-2150 Sharon Perhac Managing Director, Wealth Management Email Me (480) 470-3423 Tom Rowland Operations Manager Email Me (480) 638-2118 Michael J. Thomas, CLU®, ChFC®, LUTCF® Managing Director, Sales Email Me (480) 638-2189
- [Licensing](https://goldbookfinancial.com/licensing/)
- [Careers](https://goldbookfinancial.com/careers/): Careers
- [Homepage](https://goldbookfinancial.com/): GoldBook Financial
- [Financial Services Professionals](https://goldbookfinancial.com/financial-services-professionals/): Minoo Adl-Golshani, Ph. D Financial Services Representative Email Me Kai Arce Financial Advisor Email Me (480) 638-2105 (480) 318-0059 (Calls Only) J. Blaise Babicke Financial Services Professional Email Me (520) 751-4919 William Babicke  Vice President Email Me Martin E. Battock, CLU® Vice President Email Me (480) 638-2183 Jack Berdy Financial Services Professional Email Me (858) 202-2356 Paul Binks Financial Planner Email Me Daniel (Dan) Capote  Financial Advisor Email Me (480) 638-2112 Jordan Chapman Financial Planner Email Me (623) 439-8331 Tony Cisek Wealth Management Advisor Email Me (480) 638-2159 View Calendly Jeremy Cook, CFP®, LUTCF® Financial Planner Email Me (480) 638-2164 Jabari Danzy Financial Services Professional Email Me (480) 638-2116 (480) 529-3425 (Calls Only) View Calendly Craig Despres Wealth Management Advisor Email Me (480) 638-2138 Shana Despres, CFP®, ChFC®, CASL®, Certified Financial Planner® Professional Vice President Email Me (480) 638-2203 Amanda Fontaine Financial Services Professional Email Me (480) 638-2224 (480) 568-2167 Lisa Frankovich Financial Planner Email Me (619) 683-6209 (619) 304-8428 Michael Furuta Financial Services Professional Email Me Sierra Gibson Financial Planner Email Me (858) 202-2335 View Calendly Jonah Goble Financial Services Professional Email Me (949) 930-2035 Jacob Goldberg Investment Advisor Representative Email Me (619) 683-6227 Andrea Haun Financial Services Professional Email Me (480) 638-2174 Daniel Justus, LUTCF® Financial Advisor Email Me (480) 638-2218 Stewart Kanzler Financial Advisor Email Me (520) 751-4919 (520) 341-2750 Sunny Khanna Financial Services Professional Email Me Joey LeGer Financial Planner Email Me (480) 638-2142 (623) 462-3808 Jonathan Mabb, RICP®, LUTCF® Financial Planner Email Me (480) 638-2175 Matt Martinez III, LUTCF® Investment Adviser Representative Email Me (480) 638-2110 Reynaldo Martinez, Jr. Financial Advisor Email Me (480) 638-2177 (571) 982-8564 Eric Miller Financial Advisor Email Me (480) 638-2127 Joshua Miller Financial Services Professional Email Me (412) 310-3207 Jose Mora Lopez Financial Advisor Email Me (480) 638-2172 View Calendly Majeed Nami Financial Services Professional Email Me (323) 498-3551 Evan Naylor, CFP® Financial Advisor Email Me (858) 202-2386 Connect on LinkedIn Tom Naylor, CLU®, ChFC®, CFP® Investment Specialist Email Me (858) 202-2310 Gage Owen Financial Services Professional Email Me (949) 930-2282 William J. Pfeifer III, CMFC®, AAMS® Managing Director Email Me (480) 638-2181 (623) 400-5367 Jesus Pineda, RICP®, CLTC® Managing Director Email Me (480) 638-2212 (623) 462-3803 Andrew Quebbemann Financial Advisor Email Me (480) 638-2263 View Calendly Joshua Romo Financial Services Professional Email Me (714) 360-0368 Soham Santikary Financial Services Professional Email Me (480) 638-2154 Justin Simonini, CERTIFIED FINANCIAL PLANNER® Professional Financial Advisor Email Me (858) 326-9854 Doug Singer Financial Services Professional Email Me (602) 975-3015 Michael Stark, RICP® Vice President Email Me (505) 999-1996 Leo Stefanov Financial Services Professional Email Me (949) 930-2046 (949) 978-0364 John L. Strange CLU®, ChFC®, CFP® Investment Advisor Representative Email Me (505) 278-5289 (505) 666-4553 Ying Sun Financial Advisor Email Me (858) 202-2355 Tac Tang, CLTC® Financial Advisor Email Me (702) 498-8898 - Calls Only Brian Taylor, CLU®, ChFC®, CASL® Managing Director Email Me (575) 627-9000 Victoria Thomas, RICP®, Special Care Planner Vice President Email Me (480) 638-2178 Brian Urciuoli Financial Advisor Email Me (480) 638-2100 Dung Vu, CFBS Financial Advisor Email Me (949) 930-2122 Tim Whitney, CLTC®, RICP® Investment Advisor Representative Email Me (602) 569-9542 Frank N. Youdelman, CFP®, ChFC®, CLU®, CRPS®, CPFA® Financial Services Professional Email Me (520) 415-0661 Frederick Zepeda Financial Services Professional Email Me (858) 558-7000 Michael J. Zepeda, Jr., CRPS®, AIF® Financial Planner Email Me (858) 202-2309
- [Locations](https://goldbookfinancial.com/locations/)

## Jobs
- [Financial Services Professional](https://goldbookfinancial.com/job/financial-services-professional/): So many people don’t move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business?
- [Financial Advisor](https://goldbookfinancial.com/job/financial-advisor/): Whether you’re interested in building a team around you and your business or interested in joining a high caliber team, we are here to help you. At GoldBook, we have a comprehensive Advisor Teaming program that supports the formation and development of advisor teams.

## Advisors & Leadership
- [Gage Owen](https://goldbookfinancial.com/our-team/gage-owen/)
- [Amanda Fontaine](https://goldbookfinancial.com/our-team/amanda-fontaine/)
- [Dung Vu](https://goldbookfinancial.com/our-team/dung-vu/)
- [Soham Santikary](https://goldbookfinancial.com/our-team/soham-santikary/)
- [Ying Sun](https://goldbookfinancial.com/our-team/ying-sun/)
- [Jon Perry](https://goldbookfinancial.com/our-team/jon-perry/)
- [Jesus Pineda](https://goldbookfinancial.com/our-team/jesus-pineda/)
- [Gaye Wahlberg](https://goldbookfinancial.com/our-team/gaye-wahlberg/)
- [Vinny Eck](https://goldbookfinancial.com/our-team/vinny-eck/)
- [Aaron Hjort](https://goldbookfinancial.com/our-team/aaron-hjort/)
- [Doug Singer](https://goldbookfinancial.com/our-team/doug-singer/)
- [Jose Mora Lopez](https://goldbookfinancial.com/our-team/jose-mora-lopez/)
- [Eric Miller](https://goldbookfinancial.com/our-team/eric-miller/)
- [Andrea Haun](https://goldbookfinancial.com/our-team/andrea-haun/)
- [Andrew Quebbemann](https://goldbookfinancial.com/our-team/andrew-quebbemann/)
- [Brian Urciuoli](https://goldbookfinancial.com/our-team/brian-urciuoli/)
- [Paul Binks](https://goldbookfinancial.com/our-team/paul-binks/)
- [Justin Simonini](https://goldbookfinancial.com/our-team/justin-simonini/)
- [Sharon Perhac](https://goldbookfinancial.com/our-team/sharon-perhac/)
- [Jonah Goble](https://goldbookfinancial.com/our-team/jonah-goble/)
- [Sunny Khanna](https://goldbookfinancial.com/our-team/sunny-khanna/)
- [Majeed Nami](https://goldbookfinancial.com/our-team/majeed-nami/)
- [Joshua Romo](https://goldbookfinancial.com/our-team/joshua-romo/)
- [Rachael Flibott](https://goldbookfinancial.com/our-team/rachael-flibott/)
- [Jacob Goldberg](https://goldbookfinancial.com/our-team/jacob-goldberg/)
- [Lisa Frankovich](https://goldbookfinancial.com/our-team/lisa-frankovich/)
- [Tony Cisek](https://goldbookfinancial.com/our-team/tony-cisek/)
- [Frederick Zepeda](https://goldbookfinancial.com/our-team/frederick-zepeda/)
- [Michael J. Zepeda, Jr., CRPS®, AIF®](https://goldbookfinancial.com/our-team/michael-j-zepeda-jr-crps-aif/)
- [Jack Berdy](https://goldbookfinancial.com/our-team/jack-berdy/)
- [Tom Naylor](https://goldbookfinancial.com/our-team/tom-naylor/)
- [Evan Naylor](https://goldbookfinancial.com/our-team/evan-naylor/)
- [Sierra Gibson](https://goldbookfinancial.com/our-team/sierra-gibson/)
- [Leo Stefanov](https://goldbookfinancial.com/our-team/leo-stefanov/)
- [Michael Furuta](https://goldbookfinancial.com/our-team/michael-furuta/)
- [Minoo Adl-Golshani, Ph. D](https://goldbookfinancial.com/our-team/minoo-adl-golshani-phd/)
- [Jordan Chapman](https://goldbookfinancial.com/our-team/jordan-chapman/)
- [Craig Despres](https://goldbookfinancial.com/our-team/craig-despres/)
- [Joey LeGer](https://goldbookfinancial.com/our-team/joey-leger/)
- [Kristen Bedoe](https://goldbookfinancial.com/our-team/kristen-bedoe/)
- [Jonathan D. Goldman, CFP®, AWMA®, LUTCF®](https://goldbookfinancial.com/our-team/jonathan-d-goldman/)
- [Joshua Miller](https://goldbookfinancial.com/our-team/joshua-miller/)
- [Jesus Pineda, CLTC®, RICP®](https://goldbookfinancial.com/our-team/jesus-pineda-cltc-ricp/)
- [Frank N. Youdelman, CFP®, ChFC®, CLU®, CRPS®, CPFA®](https://goldbookfinancial.com/our-team/frank-n-youdelman-cfp-chfc-clu-crps/)
- [Jonathan Mabb, RICP®, LUTCF®](https://goldbookfinancial.com/our-team/jonathan-mabb-ricp-lutcf/)
- [Jeremy Cook, CFP®, LUTCF®](https://goldbookfinancial.com/our-team/jeremy-cook-cfp-lutcf/)
- [Michael Stark, RICP®](https://goldbookfinancial.com/our-team/michael-stark-ricp/)
- [Brian Taylor, CLU®, ChFC®, CASL®](https://goldbookfinancial.com/our-team/brian-taylor-clu-chfc-casl/)
- [Victoria Thomas, RICP®](https://goldbookfinancial.com/our-team/victoria-thomas-ricp/)
- [Martin E. Battock, CLU®](https://goldbookfinancial.com/our-team/martin-battock/)

## Locations
- [La Jolla](https://goldbookfinancial.com/location/4275-executive-square/)
- [Costa Mesa](https://goldbookfinancial.com/location/costa-mesa/)
- [Tucson 4400 E Broadway](https://goldbookfinancial.com/location/tucson-2/)
- [Oro Valley 1846 East Innovation Park Drive](https://goldbookfinancial.com/location/tucson/)
- [Las Vegas](https://goldbookfinancial.com/location/las-vegas/)
- [Roswell](https://goldbookfinancial.com/location/roswell/)
- [Albuquerque 8100 Lang NE](https://goldbookfinancial.com/location/albuquerque-3/)
- [Albuquerque 6821 Montgomery Blvd NE](https://goldbookfinancial.com/location/albuquerque-2/)
- [Scottsdale](https://goldbookfinancial.com/location/main-office/)