Jacob Gold is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jacob Gold & Associates, Inc. in Scottsdale, AZ and the surrounding communities.
Jacob Gold & Associates Inc. is a private wealth management firm located in Scottsdale, Arizona.
The current economic environment can be confusing as well as volatile. Through active money management and proper financial education, investors can have an appropriate and realistic view of their current and future financial situation.
From regular one-on-one meetings, investment conferences, weekly newsletters and ongoing media outreach; Jacob Gold & Associates, Inc. helps navigate their clients’ through the ever changing financial markets.
Jacob H. Gold is a third-generation wealth manager and a CERTIFIED FINANCIAL PLANNER™ practitioner. He and his team provide personalized, comprehensive financial guidance in the areas of retirement planning and wealth preservation. He has numerous industry awards, including being named as one of WORTHmagazine's Top 250 Wealth Advisors.
Gold is a trusted source for market related commentary to some of the largest names in the media world. In addition to his monthly personal finance column for The Huffington Post, he regularly shares his financial philosophies with a number of media outlets; including The Wall Street Journal, USA Today,NEWSWEEK, and CNBC. He is the author of "Financial Intelligence: Getting Back to Basics After an Economic Meltdown".
Gold serves as a member of the Finance Advisory Board in the Department of Finance for the W.P. Carey School of Business at Arizona State University.
He holds a B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University.
Jacob Gold is an Investment Adviser Representative with ING Financial Partners and currently holds FINRA Series 7, 24 and 66 securities registrations.
7, 24, 66
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
Read More >
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
Read More >
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
Read More >
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
Read More >
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
Read More >
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
Read More >
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
