Jacob Gold
Scottsdale, AZ
Verified Identity
JG&A
Years of Experience
24 years
Member Since
2022
Allow Me to Introduce Myself
By the time I was 10 years old, I wasn’t dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That’s why I became a financial planner, just like my father and grandfather.
While clients may have been surprised to see a 10-year-old apprent...
Clientele
Professional Athletes
Retirees
Corporate Executives
Surviving Spouses
High Net Worth Individuals
Wealthy Families
Business Owners
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Cash Flow Analysis
College Planning
High Net Worth Planning
Retirement Income
Business Ownership Strategies
Portfolio Construction
Endowments & Charities
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Hourly RateAUM
Disclosures and Proof of License
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