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

CFP®

Certified Financial Planner™

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Pricing Models

Hourly RateAUM

Disclosures and Proof of License

SEC Profile

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