Wen “Mark” Yu joined GoldBook Financial as a financial services professional in October 2024.  He is dedicated to empowering individuals and families through personalized financial education and strategic thinking. Mark specializes in life insurance, retirement protection strategies, and estate conservation strategies, guiding clients towards building secure financial futures and achieving generational wealth.

Being a part of GoldBook Financial, a general agency of MassMutual, allows Mark to draw on a legacy of financial strength and innovation, offering comprehensive solutions tailored to each client’s needs. Mark’s approach is centered on trust, transparency, and a commitment to seeing my clients thrive at every stage of life. His focus is helping clients navigate the complexities of financial services, helping to ensure they are equipped to make informed decisions with confidence.

Before starting a career in financial services, Mark accumulated extensive experience in the technology industry, where he held senior roles at IBM Consulting and Capgemini. These positions provided Mark with a deep understanding of client management and problem-solving at scale—skills he can now apply to developing effective, client-centric financial strategies.

Mark currently residing in Irvine, CA, is life, accident, and health licensed and is passionate about making a meaningful difference in the lives of those he serves.

 
CA Insurance License #4316747, domiciled in CA

CRN202711-7473726

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Education

UAB (1995-1999)