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Financial Wellness

You don’t have to be a Sun Devil to be taught by an ASU professor.

Education Comes First. That's What We Believe In. 

We’re making it easier than ever to educate everyone on the importance of financial independence, money management and retirement planning.

Jacob and his team teach and facilitate financial wellness workshops for companies of all sizes; from Fortune 500 companies to small family-owned businesses.

If you or your company are interested in our financial wellness programs, please reach out to our President, Michael Cochell.

We look forward to getting to know your company and designing a program that meets your workplace needs.


Below are a few of the workshops that are taught by Jacob Gold and his team.

Foundations of Financial Wellness

Personal Finance Basics

Evaluating Your Investments

Make the Most of Social Security

On the Move

Estate Planning


Financial Literacy 101 Workshop

During this 45 minute workshop, Professor Jacob Gold discusses "The Three Steps to Financial Freedom".

Cash Savings:

Learn the importance of managing your cashflow and preparing for the emergencies of life.

Asset Accumilation:

Understanding the value of time through compound interest, risk management and Social Security.

Wealth Transfer:

How to leave a legacy for the loved ones you leave behind.


Health and Wellness Series: Whole Person Well-being

Arizona State University Alliance for Health Care and Mayo Clinic joined forces to create a comprehensive health and wellness program. ASU is ranked No. 1 in innovation and Mayo Clinic is the No. 1 hospital in the U.S.* The health and wellness program uses evidence-based content from Mayo Clinic, one of the world’s leading experts in medical education, research and practice.

ASU and Mayo Clinic designed these health classes for anyone interested in the benefits of enhanced well-being. From managing stress to building resilience, you’ll learn how to make healthier choices and become the best version of yourself.

Chairman and Chief Investment Officer, Jacob Gold, CFP® is extremely proud to be an instructor and contributor to such a groundbreaking holistic wellness program. His involvement in the program shows the vital role that financial wellness has on an individual's mental and physical well-being.


*U.S. News & World Report 2019-2020
Neither the Mayo Clinic nor Arizona State University are affiliated with Voya Financial Advisors nor Jacob Gold & Associates. Jacob Gold is a professor for Arizona State University, an independent entity.