facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our founder, Jacob Gold is a third generation financial planner who began working as his father’s apprentice at the age of 10. At the age of 23, he became a licensed financial planner and began teaching a non-credit personal finance workshop at various Maricopa Community Colleges. 

In 2007, Jacob met Michael Cochell and David Scheur through their sons' t-ball team: The Nemos. The three began talking and shortly thereafter decided to join forces and move the company's office to North Scottsdale. 

We strive to teach, lead and inspire people in the area of financial wellness.

In 2015, the same year Jacob released his second book, Money Mindset: Formulating a Wealth Strategy in the 21st Century, he was asked by the W.P. Carey School of Business at Arizona State University to become a Faculty Associate Professor. Professor Gold teaches FIN 380: Personal Financial Management each fall semester on Tuesdays and Thursdays from 7:30- 8:45 am. 

In addition to teaching at Arizona State University, Jacob and his team provide on-going financial education to individuals of all levels of knowledge and ages; from executives at Fortune 500 companies to children at elementary schools.