Our Founders

Robert Bio Img 2

I am a Second generation Wealth Manager and a true fiduciary. Doing the right thing for my clients is my only mission.

Robert Gershkowitz

Wealth Manager and Financial Planner
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I am a coach at heart. I have spent a lifetime helping people align their intentions with their actions.

Rick Beyer

Managing Director
Jason Bio Img 2

I care about you, your family and your business. This is who we are, this is what we do.

Jason Kirstein

Director of Client Experience
Group Team Photo

Shana Despres CFP® ChFC® CASL®, Robert Gershkowitz, Victor B. Goldman CLTC®, Michael Book CLU® ChFC® CLTC®, Richard Beyer, Jason Kirstein, Howard Gershkowitz LUTCF®

Our Accomplishments

MDRT Top of the Table

 

Rick Beyer is a Lifetime MDRT Member and received the highest level of Million Dollar Round Table membership.

Top of the Table qualification places him among the top professionals in the global financial services industry.

It recognizes demonstration of exceptional professional knowledge, strict ethical conduct and outstanding client service.

2022 Top Employee Benefits Consultants

 

Arizona Business Journal’s premier Book of List compiled by the research teams of 40 newsrooms that offers a deep look at the largest and most influential players in the industry sectors that define our local economies, has nominated GoldBook Financial North Scottsdale as one of the Top 15 Employee Benefit Consultants in Arizona.

MassMutual #1 LADL Advisor of the Year

 

In 2021, Rick Beyer and his team at GoldBook Financial North Scottsdale qualified for #1 LADL Advisor of the year.

This qualification represents the elite of the MassMutual field force.

NAIFA Quality Award

 

In 2022, spanning consistently over a decade, Rick Beyer achieved National Quality recognition in all categories of Life Insurance and Annuities.

The Association of Insurance and Financial Advisors (NAIFA) Quality Award demonstrates a commitment to excellence measured through policy volume and persistency and with an emphasis on client ethics and suitability.

2021 Best Places to Work Award

 

A finalist in the past, GoldBook Financial is the 2021 winner in the micro-company category.

Being recognized as one of the Phoenix Business Journal’s Best Places to Work is a validation that what GoldBook Financial’s leadership team is doing is working and appreciated by its employees.

Our Accomplishments

MDRT Top of the Table

 

Rick Beyer is a Lifetime MDRT Member and received the highest level of Million Dollar Round Table membership.

Top of the Table qualification places him among the top professionals in the global financial services industry.

It recognizes demonstration of exceptional professional knowledge, strict ethical conduct and outstanding client service.

2022 Top Employee Benefits Consultants

 

Arizona Business Journal’s premier Book of List compiled by the research teams of 40 newsrooms that offers a deep look at the largest and most influential players in the industry sectors that define our local economies, has nominated GoldBook Financial North Scottsdale as one of the Top 15 Employee Benefit Consultants in Arizona.

MassMutual #1 LADL Advisor of the Year

 

In 2021, Rick Beyer and his team at GoldBook Financial North Scottsdale qualified for #1 LADL Advisor of the year.

This qualification represents the elite of the MassMutual field force.

NAIFA Award

NAIFA Quality Award

 

In 2022, spanning consistently over a decade, Rick Beyer achieved National Quality recognition in all categories of Life Insurance and Annuities.

The Association of Insurance and Financial Advisors (NAIFA) Quality Award demonstrates a commitment to excellence measured through policy volume and persistency and with an emphasis on client ethics and suitability.

2021 Best Places to Work Award

 

A finalist in the past, GoldBook Financial is the 2021 winner in the micro-company category.

Being recognized as one of the Phoenix Business Journal’s Best Places to Work is a validation that what GoldBook Financial’s leadership team is doing is working and appreciated by its employees.