GoldBook Financial

Main Office

4900 North Scottsdale Road, Suite 4000
Scottsdale, AZ 85251

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See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Victor B. Goldman

General Agent, Goldbook Financial

Our Financial Professionals

  1. Martin "Marty" Battock

    GoldBook Financial

    Focus:

    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Special Care

    Languages:

    • English
    • Jason C. Benedetti

      CFP®

      GoldBook Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners

      Languages:

      • English
      • Rodney Boelter

        RICP®

        GoldBook Financial

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Financial Education
        • Risk Management Strategies
        • Show More

        Languages:

        • English
      • John Campbell

        GoldBook Financial

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies

        Languages:

        • English
        • Daniel "Dan" Capote

          GoldBook Financial

          Focus:

          • Insurance Strategies
          • Business Owners
          • Investment Strategies

          Languages:

          • English
          • J.R. Chappell

            GoldBook Financial

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • College Funding Strategies
            • Show More

            Languages:

            • English, Spanish
            • Jeremy A. Cook

              CFP®, LUTCF®

              GoldBook Financial

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies

              Languages:

              • English, Spanish
              • Phillip D. Debald

                GoldBook Financial

                Focus:

                • Insurance Strategies
                • Business Owners
                • Military
                • Special Care

                Languages:

                • English
                • Gus E. Dekavallas

                  GoldBook Financial

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • Investment Strategies

                  Languages:

                  • English
                  • Shana Despres

                    CFP®, ChFC®, CASL®

                    GoldBook Financial

                    Focus:

                    • Investment Strategies
                    • Business Owners
                    • Insurance Strategies

                    Languages:

                    • English
                    • Ryon Frisch

                      CFP®, MBA

                      GoldBook Financial

                      Focus:

                      • Investment Strategies
                      • Business Owners
                      • Insurance Strategies

                      Languages:

                      • English
                      • Howard Gershkowitz

                        LUTCF®

                        GoldBook Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Retirement Income Planning

                        Languages:

                        • English
                        • Robert Gershkowitz

                          GoldBook Financial

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Investment Strategies

                          Languages:

                          • English
                          • Jonathan Goldman

                            GoldBook Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Rachel Harrison-Lewis

                              GoldBook Financial

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English
                              • Andrew Hayes

                                GoldBook Financial

                                Focus:

                                • Insurance Strategies

                                Languages:

                                • English
                                • Rob M. Heller

                                  ChFC®, CASL®, CLTC®, LUTCF®

                                  GoldBook Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Business Owners
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Jesus A. Jaramillo

                                    LUTCF®

                                    GoldBook Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Business Owners
                                    • Investment Strategies

                                    Languages:

                                    • English, Spanish
                                    • Daniel Justus

                                      LUTCF®

                                      GoldBook Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Business Owners
                                      • Investment Strategies

                                      Languages:

                                      • English, Spanish
                                      • Jonathan Mabb

                                        RICP®, LUTCF®

                                        GoldBook Financial

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Business Owners
                                        • Group Benefits
                                        • Show More

                                        Languages:

                                        • English
                                        • Reynaldo Martinez, Jr.

                                          GoldBook Financial

                                          Focus:

                                          • Insurance Strategies
                                          • Business Owners
                                          • Investment Strategies

                                          Languages:

                                          • English, Spanish
                                          • Matthew "Matt" Martinez, III

                                            LUTCF®

                                            GoldBook Financial

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • James Mengeringhausen

                                              GoldBook Financial

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Dennis Meredith

                                                CLU®, ChFC®

                                                GoldBook Financial

                                                Focus:

                                                • Insurance Strategies
                                                • Business Owners
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Geoffrey Nail

                                                  GoldBook Financial

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies
                                                  • Business Succession Planning
                                                  • Business Owners
                                                  • Show More

                                                  Languages:

                                                  • English
                                                  • William "Will" Pfeifer, lll

                                                    CMFC®, AAMS®

                                                    GoldBook Financial

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Business Owners
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • Sean Rawlings

                                                      GoldBook Financial

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Business Owners
                                                      • Estate Planning
                                                      • Risk Management Strategies
                                                      • Show More

                                                      Languages:

                                                      • English
                                                      • Larry Ritter

                                                        GoldBook Financial

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies
                                                        • Business Owners

                                                        Languages:

                                                        • English
                                                        • Jason Sample

                                                          GoldBook Financial

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies
                                                          • Risk Management Strategies
                                                          • College Funding Strategies

                                                          Languages:

                                                          • English
                                                          • Michael J. Thomas

                                                            ChFC®, CLF®, CLU®, LUTCF®, MBA

                                                            GoldBook Financial

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies

                                                            Languages:

                                                            • English
                                                            • Victoria L. Thomas

                                                              RICP®

                                                              GoldBook Financial

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies
                                                              • Special Care
                                                              • Business Owners

                                                              Languages:

                                                              • English
                                                              • William "Bill" Tiani

                                                                CFP®, CASL®

                                                                GoldBook Financial

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies
                                                                • Business Owners

                                                                Languages:

                                                                • English
                                                                • Patrick Vanderbilt

                                                                  GoldBook Financial

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Business Owners

                                                                  Languages:

                                                                  • English, German
                                                                  • Tim Whitney

                                                                    CLTC®, RICP®

                                                                    GoldBook Financial

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    CRN202109-253382