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Bill Gold, CFP®, CLU®

Bill Gold, CFP®, CLU®

Founder

Bill  has been dedicated to the financial security of Arizona families since 1971 when he and his father, Everett Van Gold, co-founded Gold & Associates, Inc. He is an Investment Adviser Representative with United Planners Financial Services.

Bill was born in Panama and  has been married to his wife Sharon since 1967. She is an Arizona native, and her great-grandparents were some of the state's first settlers, arriving via covered wagon.  Bill attained a Bachelor's degree in Finance and Banking from Arizona State University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has dedicated his financial planning career to helping individuals and business owners nearing their retirement to obtain their income and lifestyle goals.

Bill knows that his clients have worked hard for their money and that it is important for their money to work hard for them. However, after decades as a financial planner, Bill understands the balance and discipline that retired investors must employ to afford the lifestyle that they enjoy without taking risks that could cost them everything. Regardless of whether you plan to leave anything to your heirs,  "...you never want to run out of money before you run out of life."