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. Amy Amideo

    GoldBook Financial

    Focus:

    • Insurance Strategies
    • Business Owners
    • LGBTQ
    • Retirement Income Planning
    • Show More

    Languages:

    • English
    • David Ayala

      GoldBook Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
    • 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
                                    • David S. Hickson

                                      LUTCF®

                                      GoldBook Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • LGBTQ

                                      Languages:

                                      • English
                                      • Chris Hilyer

                                        GoldBook Financial

                                        Focus:

                                        • Insurance Strategies
                                        • 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
                                                                • Aaron Schram

                                                                  GoldBook Financial

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • College Funding Strategies
                                                                  • Risk Management 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
                                                                          • Jose Villanueva

                                                                            GoldBook Financial

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Business Owners
                                                                            • Financial Education

                                                                            Languages:

                                                                            • English, Spanish
                                                                            • Tim Whitney

                                                                              CLTC®, RICP®

                                                                              GoldBook Financial

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Investment Strategies

                                                                              Languages:

                                                                              • English
                                                                              CRN202109-253382