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Joel Gold, Professor

416 Luther Bonney Hall
(207) 780-4301

jgold@usm.maine.edu


EDUCATION

C.F.P. (2003), Certified Financial Planner Professional Designation
Ph.D. (1990), Higher Education Leadership, Florida State University
M.S. (1982), Education, University of Southern Maine
MBA (1972), Finance Major from Bernard M .Baruch College, NY
B.B.A. (1968), Marketing, Pace University

AREAS OF EXPERTISE

Academic:

  • Personal financial planning
  • Investment planning

Media Talking Points:

  • Personal financial planning

PROFESSIONAL ACTIVITIES

Dr. Gold has extensive private-sector experience as a financial consultant.
He is a fee-only certified financial planner, d/b/a The GOLD Company in
Portland. He holds a number of professional certifications and licenses, amongst them, the N.A.S.D. Series 7 license, the S.E.C. Registered Investment Advisor license in Maine, Life and Health Certification, and Series 63 license. Professor Gold has given numerous speeches in financial and investment matters before the public, including businesses and not-for-profit organizations. He has served as a financial-affairs columist for the newspaper and as a television host. He is currently the host of the weekly radio program, "Financially Speaking."

School of Business
113 Luther Bonney Hall
Portland, Maine 04103

(207) 780-4020
sbinfo@usm.maine.edu

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