Mark Daniels, Jr.

Mark joined GoldBook Financial in August 2026 as a financial services professional and is based in our La Jolla office.

With a strong interest in helping individuals and families make informed decisions, Mark is committed to providing his clients with the resources and solutions to build financial flexibility and options in pursuit of what matters most to them.

Prior to joining GoldBook, Mark held financial internships where he gained experience with client services, financial analysis, retirement and wealth management strategies. As treasurer for The University of Alabama Men’s Club Volleyball team, Mark managed budgeting, travel expenses and team operations and gained valuable leadership, communication, organization and problem-solving skills.

Mark graduated from the University of Alabama’s Culverhouse College of Business with a Bachelor of Science in Commerce and Business Administration, Finance and a minor in Personal Wealth Management.

Outside of the office, Mark enjoys working out, playing sports, outdoor activities, and watching football.

Mark is Life, Accident and Health insurance licensed.

CA Insurance License#4570963