GoldBook Financial Recruits Industry Veterans for Southern California Expansion

Bahk and Choi join the firm after lengthy tenures as Senior Partners at New York Life, where both oversaw producer units and managed advisor development. At GoldBook Financial, a member of the MassMutual family, they are tasked with scaling operations and supporting financial advisors specifically focused on the Korean and Asian American communities.

CEO Victor Goldman noted that the pair’s combined expertise will be instrumental in driving the firm's growth trajectory in the region. This expansion aligns with GoldBook's broader initiative to diversify its service reach. The move brings two highly credentialed professionals—who hold multiple industry designations including CLTC, CLU, and FSCP—into a firm aiming to solidify its status as a primary financial advocate for a widening client base.