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Enjoy What Matters

We help align your wealth with your life.

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Jacob H. Gold, CFP®
Chairman/CIO

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Michael Cochell, ChFC®
President

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Ida Chaidez
Office Manager/Assistant

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Cindy Mercado
Para Planner/Assistant

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Kelvin Gold
Chief Media Manager

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Wealth Management

You never want to run out of money before you run out life. Whether it’s right around the corner or decades down the road, our comprehensive suite of services and dedication to financial education can help you achieve the lifestyle goals you desire for life today and retirement tomorrow.

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Financial Wellness

The goal of financial wellness is to remove the mystery from the financial planning process and replace it with the tools you need to take charge of your personal finances and your life. Proper financial wellness can help you acquire, use and control your financial resources more efficiently.

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