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MassMutual financial professional.

Simon Goldinemail

Goldbook Financial - La Jolla

4275 Executive Square, Ste 400
La Jolla, CA 92037

  • Professional Story

    When most people hear "Financial Advisor" their mind immediately goes to stocks, bonds, charts, and wall street. While helping clients navigate the complicated world of investing is an important part of any Financial Advisor's job, my approach is to become a long-term partner with my clients. I understand that like choosing an attorney, doctor, dentist, or accountant, choosing a Financial Advisor is a major life decision that can greatly impact your goals.

    As a Financial Advisor, I am committed to building long-term relationships with my clients and helping them reach their personal, professional, and financial goals. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Along with a team of like minded professionals, I have the resources to recommend products and strategies designed to meet my clients current, and more importantly, future needs.

    Prior to joining GoldBook, I was a financial services professional with MassMutual Pacific Coast. I started my career in the financial services industry working under financial advisors at Tidemark Financial Partners and CFG Wealth Management.

    I graduated from San Diego State University with a Bachelor of Science in Financial Planning & Services, which provided me with a strong foundation for a career in financial services. Outside of work, I enjoy surfing, snowboarding, golfing, and training for triathlons and marathons.

    I hold FINRA Series 7 & 66 and I am Life, Accident and Health licensed.

    CA Insurance License #4311829

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Estate Planning
    • Financial Planning ®
    • Retirement Strategies
    • LGBTQ


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