Jacob H. Gold, CFP®
Jacob H. Gold is the Founder and President of Jacob Gold & Associates, Inc. a private wealth management firm located in Scottsdale, Arizona. He and his team provide personalized, comprehensive financial guidance in the areas of investment strategies, retirement planning, and wealth preservation.
In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Jacob is also an adjunct professor of finance at the W.P. Carey School of Business at Arizona State University. He teaches FIN 380 which is a personal financial management course. By the end of each semester, students are able to create and manage a budget, prepare their taxes, know how to manage and build credit, understand the various types of insurance policies, be able to apply investment theories to the real world and create a financial legacy through proper estate planning strategies.
Jacob is also a trusted source for market-related commentary and shares his knowledge with some of the largest names in the media world. In addition to his personal finance column for U.S. News & World Report, he regularly shares his financial philosophies with a number of media outlets, including The Wall Street Journal, FORBES, USA Today, NEWSWEEK, TIME, New York Times and CNBC.
He is the author of Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st Century. A recipient of numerous industry awards, including being recognized as one of WORTH magazine's Top 250 Wealth Advisors. (criteria for the award was based on years of experience, no lawsuits, advanced certifications, and comprehensive range of services)
Jacob holds a B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University. He is a Registered Representative with VOYA Financial Advisors, Inc. and holds his FINRA Series 7, 63, 65 & 24 securities registrations.
Email Jacob Gold at Jacob@jacobgold.com.
Read Jacob's catalog of articles for U.S. News & World Report.
Michael Cochell, CRPC®
Executive Vice President
Michael Cochell is the Executive Vice President of Jacob Gold and Associates, Inc. and manages the firm’s investment committee. He meets monthly with the team to review all investment models, investment strategies and helps to provide in-depth market analysis. He is an Investment Adviser Representative with Voya Financial Advisors, Inc. and holds FINRA Series 7, 63, and 65 securities registrations.
Michael’s primary responsibilities include managing client relations and assist in the firm’s business development. Michael provides comprehensive wealth management services to individuals and corporate clients. He offers a full cash flow analysis, retirement planning review, estate plan assessments, and identifies insurance needs. In addition, Michael strongly believes in educating his clients through one-on-one consultations, allowing clients to have a clear expectation of their investment strategies and goals.
Well-respected in the wealth management business community, Michael is a frequent contributor to The Arizona Republic and shares his insight through informative articles with AZBIGMEDIA. He has been featured for his comments on the economy with local news media; including AZ Family Channel 3 and ABC Channel 15. In addition, he speaks with local organizations about his views on economics and provides financial education to businesses.
Michael lives in Phoenix, AZ with his family and is a graduate of Arizona State University.
Email Michael Cochell email@example.com.
Read Michael's Arizona Business Magazine Articles.
David Scheur, CRPC®
Associate Vice President
David Scheur has over 20 years of experience in the financial services industry as a branch manager, financial advisor and subsequently the Associate Vice-President of Jacob Gold & Associates, Inc.
David graduated from the State University of New York College at Brockport with a Bachelor of Science degree; with a concentration in Finance and a minor in Economics.
He holds FINRA series 7,8,24,52,63, and 65 securities licenses as well as the Chartered Retirement Planning Counselor, CRPC designation.
David uses his attention to detail to provide comprehensive wealth management to individuals and families of substantial wealth.
Providing on-going financial education has played a large role in David’s career. He has been a contributor to many periodicals; including the Arizona Republic.
Email David at David@jacobgold.com for more information or to schedule a complimentary consultation.
Office Manager / Licensed Assistant
Ida Chaidez joined Jacob Gold & Associates, Inc. in 2005 and has been a full-time employee since 2007. In addition to being the firm's office manager, Ida is responsible for all correspondence, maintaining client files, compliance and scheduling of appointments.
She is a Registered Representative with Voya Financial Advisors, Inc. and holds FINRA Series 6 & 63 securities registrations.
Email Ida Chaidez at firstname.lastname@example.org.
Para Planner / Licensed Assistant
Ken Brundage joined Jacob Gold & Associates, Inc. in 2017. He brings to the firm over 15 years of experience in the financial services industry; specifically in the area of trading securities and customer service.
Upon graduating from Arizona State University, Ken worked on the trading floor at the Chicago Board of Trade for several years before moving back to Arizona.
Ken is responsible for opening, transferring, trading and maintaining all client accounts for Jacob Gold & Associates, Inc. He is a Registered Representative with Voya Financial Advisors, Inc. and holds his FINRA Series 7,63 & 65 securities registrations.
Email Ken Brundage at email@example.com.