Jacob H. Gold, Cfp®

Jacob H. Gold, Cfp® Email and Phone Number

President @ Jacob Gold & Associates, Inc.
Scottsdale, AZ, US
Jacob H. Gold, Cfp®'s Location
Scottsdale, Arizona, United States, United States
Jacob H. Gold, Cfp®'s Contact Details

Jacob H. Gold, Cfp® work email

Jacob H. Gold, Cfp® personal email

n/a

Jacob H. Gold, Cfp® phone numbers

About Jacob H. Gold, Cfp®

With a tenure spanning over two decades, my leadership as President and Chief Investment Officer at Jacob Gold & Associates, Inc. has been defined by a dedication to crafting sophisticated investment strategies and preserving wealth for a diverse clientele. Our team's success is rooted in a personalized approach to financial planning, ensuring every client's portfolio is tailored to their unique aspirations and life goals.Beyond managing wealth, my role as a Faculty Associate Professor at Arizona State University allows me to impart practical financial wisdom to aspiring professionals. Bridging theory with real-world application, we equip students with the tools necessary to navigate personal financial landscapes. Concurrently, as the host of The Finance Roundtable Podcast, I extend my insights to a broader audience, fostering a deeper public understanding of financial literacy and investment acumen.Jacob Gold & Associates, Inc.14850 North Scottsdale Road #255, Scottsdale, Arizona 85254Tel: 480-998-4653Email:jacob@jacobgold.comSecurities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0E55425

Jacob H. Gold, Cfp®'s Current Company Details
Jacob Gold & Associates, Inc.

Jacob Gold & Associates, Inc.

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President
Scottsdale, AZ, US
Website:
jacobgold.com
Jacob H. Gold, Cfp® Work Experience Details
  • Jacob Gold & Associates, Inc.
    President
    Jacob Gold & Associates, Inc.
    Scottsdale, Az, Us
    View
  • Jacob Gold & Associates, Inc.
    President
    Jacob Gold & Associates, Inc. Mar 2001 - Present
    Scottsdale, Arizona, Us
    Jacob H. Gold is the Chairman and Chief Investment Officer of Jacob Gold & Associates, Inc., a private wealth management firm located in Scottsdale, Arizona. He and his team provide personalized, comprehensive financial guidance in the areas of investment strategies, retirement planning, and wealth preservation.In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Jacob is also a Faculty Associate Professor of finance at the W.P. Carey School of Business at Arizona State University.Mr. Gold has authored two books on personal finance: Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st. Century.As a trusted source for market-related commentary, Jacob Gold has written, been quoted and occasionally featured in some of America’s most well know media outlets: including The Wall Street Journal, Forbes, USA Today, NEWSWEEK, TIME, New York Times and U.S. News & World Report. He has also been a contributor to the television network CNBC by being a member of their Personal Finance Task Force and Financial Advisor Network in the early 2000’s.Jacob holds a B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University. He is an investment adviser representative and registered representative with Voya Financial Advisors, Inc. and holds FINRA Series 7, 63, 65 & 24 securities registrations.
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  • Arizona State University - W. P. Carey School Of Business
    Adjunct Professor Of Finance
    Arizona State University - W. P. Carey School Of Business Aug 2015 - Present
    Tempe, Az, Us
    FIN 380 - Personal Financial ManagementThis course is designed to teach students how to think critically about personal financial issues, understand financial terms and theory and solve basic financial problems that they might encounter in the real world.Dynamic analysis of personal financial planning, including time value of money, stock and bond investment, and retirement and estate planning are all a part of the curriculum.
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  • The Finance Roundtable Podcast
    Host
    The Finance Roundtable Podcast Jan 2023 - Present

Jacob H. Gold, Cfp® Education Details

  • Arizona State University
    Arizona State University
    Economics And History

Frequently Asked Questions about Jacob H. Gold, Cfp®

What company does Jacob H. Gold, Cfp® work for?

Jacob H. Gold, Cfp® works for Jacob Gold & Associates, Inc.

What is Jacob H. Gold, Cfp®'s role at the current company?

Jacob H. Gold, Cfp®'s current role is President.

What is Jacob H. Gold, Cfp®'s email address?

Jacob H. Gold, Cfp®'s email address is ja****@****asu.edu

What is Jacob H. Gold, Cfp®'s direct phone number?

Jacob H. Gold, Cfp®'s direct phone number is +148055*****

What schools did Jacob H. Gold, Cfp® attend?

Jacob H. Gold, Cfp® attended Arizona State University.

Who are Jacob H. Gold, Cfp®'s colleagues?

Jacob H. Gold, Cfp®'s colleagues are Michael Cochell, Chfc®, Crpc®, Ida Chaidez.

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