Alan Gold, CPA



Tel: 602-944-1515

Professional History

Alan Gold has been providing customized employee benefits administration and consulting services for over thirty years. He uses extensive qualified plan experience and an accounting background to be a proactive and knowledgeable resource for his clients. Alan understands the importance of keeping all stakeholders informed and engaged. He works alongside fellow advisors (CPA, Financial Advisor, Attorney) to ensure each client gets the quality service they need and deserve.

Certificates and Designations

  • Certified Public Accountant (CPA)

  • Past President and current Board Member, AZ Chapter of National Institute of Pension Administrators

Areas of Specialty

  • 401(k) Profit Sharing Plans

  • Employee Stock Ownership Plans (ESOPS)

  • ​Non-Qualified Deferred Compensation Plans

  • Combination Plans

  • Takeover Plans

  • Accounting and Auditing

2010 - present

2010 - present


6530 N. 16th St.

Phoenix, AZ 85016-1306

Telephone: 602-944-1515




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