Jacob H. Gold,  CFP<sup>&reg;</sup> - Financial Advisor

Jacob H. Gold, CFP®

President

Jacob Gold & Associates, Inc.

14850 N Scottsdale Rd #255
Scottsdale, AZ 85254
FINANCIAL ADVISOR'S WEBSITE
(480) 998-4653

General

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.

Financial Advisor Overview

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.

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Financial Advisor Experience

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 JournalUSA 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Jacob Gold & Associates, Inc. is not a subsidiary of nor controlled by ING Financial Partners, Inc. Securities & investment advisory services offered through ING Financial Partners, Member SIPC

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Asset Allocation, Mutual Funds, Real Estate, Stocks & Bonds, Startup, Succession Planning

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Helpful Financial Planning Resources