Jacob Gold
Jacob Gold & Associates, Inc.

Gold’s enthusiasm is infectious, and it’s hard not to get on board. It could be the exuberance of youth, since he’s barely into his third decade, and already well past the $100 million AUM mark. He recognized the need for education and experience early, and received his CFP at age 24. Worth Magazine recognized Gold as one of America’s top 250 wealth advisors in 2008, and CNBC regularly calls for his expertise. All well and good, but what, specifically, is he doing to aid his baby boomer clients?

“Monthly cash flow, net worth analysis, debt management, 1099 evaluation, insurance coverage, pension options, business succession planning and estate planning documents are all explored in order to correctly address all longevity and income issues. Once we have correctly assessed the financial strengths and weaknesses of the estate, a plan of capital preservation and long term capital growth are discussed. After several visits and hours analysis, the plan is agreed on and then implemented.”