Jacob Gold & Associates, inc.™
Our Story Started Here
Jacob began his journey in the family business while attending Arizona State University. In 2000, he joined his father at Gold & Associates, where he became licensed and launched his career as a financial planner. Jacob steadily built his client base by teaching a non-credit personal finance course at the local community college, where he connected with doctors, small business owners, and families, many of whom remain clients to this day.
In 2004, Jacob earned the designation of CERTIFIED FINANCIAL PLANNER™ and then took a leap of faith by launching his own firm, Jacob Gold & Associates, Inc. Now, more than two decades later, he’s passing on his knowledge to his son Kelvin, teaching him how to manage wealth, reduce taxes, and help clients craft meaningful legacies.
Kelvin Gold represents the fourth generation of financial planners in the Gold family. He brings a modern touch and an innate ability to communicate ideas through technology. With a strong work ethic and a deep respect for the firm’s legacy, Kelvin is committed to helping people achieve lasting financial independence.
Jacob H. Gold, CFP®
Owner/President
Helping people make smart, confident financial decisions has always been my mission. With a deep respect for the impact that thoughtful planning can have on a family’s future, I’ve dedicated my career to guiding clients through every...
Marty Schrameck
Chief Operating Officer
Ida Chaidez
Office Manager & Registered Assistant
I have worked directly for Jacob Gold for over 13 years and currently serve as the Office Manager of Jacob Gold & Associates, Inc. I am responsible for scheduling all appointments for the firm, managing compliance, maintaining client...
Kelvin Gold
Financial Planner
