Broker Check

Qualifications

Martin R. Fishgold, CFP®, CLU and Valerie Fishgold, MS, CFP®, AZCLDP are chief officers of Fishgold Financial, a full service wealth management firm which has been doing business in Arizona for more than 30 years.

Comprehensive wealth management involves complete understanding of the client needs, objectives and family circumstances and then coordinating investment decisions with tax and estate planning, insurance, and asset protection. The Fishgolds help their clients maximize their retirement income and serve as trusted family advisors, assist clients make appropriate wealth management decisions.

“Marty” was originally licensed on Wall Street and holds the professional designations of CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter. He was a business and music major, graduating from Long Island University and is an Army veteran serving for approximately 10 years in the reserves. He possesses special expertise in helping business owners save money that can later be used to generate tax free retirement income.

Valerie holds a Master of Science in Financial Planning and the professional designation of CERTIFIED FINANCIAL PLANNER® and Arizona Certified Legal Document Preparer. She is a graduate of the University of Michigan. She specializes in preparing and properly funding family trusts, estate planning and making appropriate investment decisions.

Fishgold provides 401k investment advice on most 401k plans, both small and large employer plans. This unique service provides individuals customized quarterly guidance on their individual 401k investment selection options. This affordable service is available to investors in every income bracket and skill level.

Marty and Valerie are not just long time business partners, but life partners as well. They were married in 1980 and have three children. One child is a veterinarian, one is a registered nurse, and one is studying for his degree in material science engineering. They live on a ranch called Valmar in Scottsdale, Arizona, growing citrus (which they love to give to all of their friends and clients) and breeding and showing Arabian horses. Valerie loves riding the horses and training her exotic birds. Marty loves riding the tractor and playing tennis. All members of the family are certified divers.

Marty and Valerie love their clients and enjoy having them visit Valmar. They want to make their clients’ lives better. The relationships that they have go beyond financial services. They enjoy having you in their home and at the ranch. They laughingly say, “We have to do a good job for you – you know where we live.” They are the advisor you talk to and look to as a resource when you need assistance with important decisions or problems. The Fishgolds say, “We’ve seen a lot over the years with our clients and our mutual families. We’ve been through both up and down markets and a whole lot in between. You don’t learn about what to do in various markets until you’ve actually lived through them a few times. Experience coupled with continual education is one of the most valuable attributes that an advisor can possess. We’ve also been through serious family and personal illness along with all types of other experiences. As a result we know a lot of people who may be able to be helpful to our friends (clients).”

Fishgold Financial Services is a Licensed Investment Advisory Firm, Insurance Agency and prepares legal documents through Valerie Fishgold a Certified Legal Document Preparer. Martin and Valerie Fishgold hold licenses in securities and provide stock, bond, mutual fund trading through Geneos Wealth Management, Inc. - Broker Dealer/Member FINRA SIPC.