Five Star award winner Jacob Gold, CFP®

PROFESSIONAL PROFILE

Contact Me

Jacob Gold, CFP^®

President

JG&A

14850 N. Scottsdale Road #255

Scottsdale, AZ 85254

Office: 480-998-4653

jacob@jacobgold.com
www.jacobgold.com

Professional Approach

By the time I was 10 years old, I wasn’t dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That’s why I became a financial planner, just like my father and grandfather.

While clients may have been surprised to see a 10-year-old apprentice sitting in on meetings, for me it was a time to take in the experience and passion evident in my father’s practice. And with two generations of successful financial planners leading the way, I was raised from the start to understand sound money management, investment philosophies and theories. It’s in my DNA, and I’m proud to walk in my father’s footsteps today.

Building my own firm from the ground up, one of my main focuses has been to help take the mystery out of preparing for today and tomorrow through personalized comprehensive financial planning. In addition, I serve as a Adjunct Professor of Finance at the W.P. Carey School of Business at Arizona State University. Working in this capacity gives me the freedom to combine my passion for personal finance with a love of educating others.

I take my role as a professor/educator seriously and actively participate on three different boards that focus on business and financial literacy; the W.P. Carey School of Business Dean's Council, the Finance Advisory Board within the Department of Finance and the Arizona Council on Economic Education.

Over the course of my career, I’ve authored two books, Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st Century and provided financial insight for many local and national media outlets including CNN Business, CNBC, FOX Business, TIME Magazine and more.

I received my B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a NFLPA Registered Player Financial Advisor.

The best part of working with clients: The individual relationships I have formed with each client is by far the best part of my job. It has been a privilege getting to know their individual stories. They are executives, business owners, mothers, fathers, and grandparents; all trying their best to create and maintain financial security.

Every client has experienced setbacks, as well as, successes in life. Listening to their stories and empathizing with their experiences always helps me design a better financial game plan for their unique situation.

Hobbies outside of work: Being a husband and father of 3, my time outside of work is happily consumed with family activities. When time permits, my personal hobbies include fly fishing, hiking, traveling, collecting stickers and going to the movies.

Favorite places to visit: Traveling is something we attempt to do as a family as often as we can. As a family, our favorite place to visit is Disney’s Aulani Resort in Oahu, Hawaii.

Something few people know about me: Most people do not know that I speak fluent Spanish. I spent a couple of years in Mexico City when I was a young man. Although I don’t practice as often as I should, feel free to converse with me in English or Spanish.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 12/25/2024 through 07/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2719 Phoenix-area wealth managers were considered for the award; 84 (3 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,431, 101, 4%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.

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Securities 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.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.