Michael Gold Email & Phone Number
Founder and CEO - Wealth Advisor @ Gold Family Wealth
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Michael Gold Location
- Westport, CT, US
Michael Gold Work
- 2017 -now Founder and CEO - Wealth Advisor @
- 2012 -2020 CFP®, Private Client Advisor @ Gerstein Fisher
- 2009 -2012 CFP® Wealth Advisor @
- 2005 -2008 CFP® Financial Advisor @
- 2001 -2005 Financial Consultant @
- 2000 -2001 Financial Advisor @
- 1999 -2000 Asst @
Michael Gold Education
- New York University - Leonard N. Stern School of Business 2014-2015
- SUNY Oneonta 1996-1999
- CERTIFIED FINANCIAL PLANNER- CFP®
Michael Gold Skills
- Pensions
- Retirement Planning
- Series 7
- Securities
- Wealth Management
- Certified Financial Planner
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Investment Advisory
- Investment Strategies
- Retirement
- Series 63
- Series 65
- Asset Allocation
- Finance
- Financial Advisory
- Strategic Financial Planning
- Wealth
- Investments
- Mutual Funds
- ETFs
- Asset Management
- Portfolio Management
- Investment Management
- Estate Planning
- 401k
- Financial Planning
Michael Gold Summary
- Michael Gold, based in Westport, CT, US, is currently a Founder and CEO - Wealth Advisor at Gold Family Wealth. Michael Gold brings experience from previous roles at Gerstein Fisher, KBK Wealth Management, Wachovia Securities and Ladenburg Thalmann. Michael Gold holds a 2014 - 2015 New York University - Leonard N. Stern School of Business. With a robust skill set that includes Pensions, Retirement Planning, Series 7, Securities, Wealth Management and more. Michael Gold has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Michael Gold
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Michael Lindberg
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Michael Scordo
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Top Gold Family Wealth Employees
Jackson Peddy
Business Development and Client Relations
Stamford, CT, US
Daniel Armas
Managing Partner and Wealth Advisor
Red Bank, NJ, US
Brandon Buhay
Wealth Strategist
New York, NY, US
Liz Gertz
Chief of Staff
Westport, CT, US
Sean Wallace
Private Client Advisor
New York, NY, US
Ben Greenwald
Incoming Private Wealth Management Intern
United States
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