GoldBook Financial

Main Office

4900 N Scottsdale Rd #4000
Scottsdale, AZ 85251

Get Directions

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®, ChFC®

        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
                    • College Funding Strategies
                    • Show More

                    Languages:

                    • English
                    • Ryon Frisch

                      CFP®, MBA

                      GoldBook Financial

                      Focus:

                      • Investment Strategies
                      • Business Owners
                      • Insurance Strategies

                      Languages:

                      • English
                      • Megan Gadbaw

                        GoldBook Financial

                        Focus:

                        • Insurance Strategies
                        • College Funding Strategies
                        • Retirement Income Planning
                        • Retirement Strategies
                        • Show More

                        Languages:

                        • English
                        • Trent Gallatin

                          GoldBook Financial

                          Focus:

                          • Insurance Strategies
                          • Student Loan Refinancing
                          • Business Owners
                          • Retirement Income Planning
                          • Show More

                          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
                              • Paul L. Gubin

                                GoldBook Financial

                                Focus:

                                • Insurance Strategies
                                • Business Owners
                                • 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
                                      • 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
                                                • 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