Accolades for Our Financial Advisors

Gold Family Wealth advisors are award-winning and among some of the top in the nation.
The Top 100 Magazine Top 100 people in finance 2019

MBA Stern Business School at NYU with dual specializations
– Quantitative Finance
– Leadership

CERTIFIED FINANCIAL PLANNER™ 

Top 100 Magazine selections are made utilizing proprietary software, which employs an algorithm to search a variety of online resources for industry-specific terms and key words. These resources include social media, blog posts, peer reviews, and Google indices. In addition, wealth managers must also the following criteria: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.