By the time I was 10 years old, I wasn’t dreaming of becoming a doctor or a firefighter—I knew I wanted to help people in a different way. I grew up watching my father and grandfather guide clients through life’s financial decisions, and even as a child sitting in on meetings, I was captivated by the impact they made. That early exposure shaped my future and laid the foundation for my own career in financial planning.
Today, I am proud to carry on that legacy as a CERTIFIED FINANCIAL PLANNER™ professional and founder of Jacob Gold & Associates, Inc. I built this firm with a commitment to removing the confusion from financial planning by offering personalized, comprehensive strategies tailored to each client’s goals. My mission has always been to help individuals and families prepare confidently for their financial future.
In addition to leading my firm, I serve as an Adjunct Professor of Finance at Arizona State University’s W.P. Carey School of Business, where I teach Personal Financial Management. This role allows me to share my passion for financial literacy with the next generation.
Over the years, I’ve written two books—Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st Century—and had the opportunity to share insights with national media outlets. But the most rewarding part of my work? The relationships I’ve built with clients. Each one is unique, meaningful, and truly inspiring.