Qualifications

Valerie Fishgold, MS, CFP®, AZCLDP is the chief officer 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. Valerie along with her team help their clients maximize their retirement income and serve as a trusted family advisor, assistng clients make appropriate wealth management decisions.

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. 

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.

Valerie is the mother of three children. One child is a veterinarian, one is a nurse practitioner, and one is a rocket scientist! She lives on a ranch called Valmar in Scottsdale, Arizona, growing citrus (which she loves to give to all of  friends and clients) and breeding and showing Arabian horses. Valerie loves riding the horses, playing tennis and training her exotic birds.  All members of the family are certified divers.  The newest addition to the family is her poodle puppy Ziva formerly known as Tristar Ziva the Wonderdog.  

Valerie thrives in the work she does and helping her clients make their lives better. The relationships she has go beyond financial services.  She really cares about her clients and has empathy for what is happening in each of their lives. She is the advisor you talk to and look to as a resource when you need assistance with important decisions or problems. She says, “I'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."

Fishgold Financial Services Limited is an Arizona Corporation. The company is a licensed Insurance Agency and a legal document preparer company under Valerie Fishgold, the licensed document preparer.  Valerie Fishgold is a registered representative that offers securities through Cambridge Investment Research, Inc. a broker dealer member of FINRA/SIPC.  She is also an Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Fishgold Financial Services are not affiliated