Goldman Sachs Personal Financial Management Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

As your life unfolds, your advisor is a partner in your corner—backed by the power of Goldman Sachs. They proactively identify opportunities, serve as a sounding board, and help you navigate and access in-house expertise experience   and resources that span across your financial picture. 


See our social media disclosures here: https://www.goldmanpfm.com/social-media-disclosures


United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

Find Goldman Sachs Personal Financial Management employees' phone numbers or email addresses

Goldman Sachs Personal Financial Management Global Highlights

North America
288

United States Of America
288

Europe
5

United Kingdom Of Great Britain And Northern Ireland
4
Netherlands
1

Asia
4

India
4

Oceania
3

Australia
3

Africa
1

Ghana
1

Goldman Sachs Personal Financial Management's Leadership

B. A.
Vice President Of Executive Financial Management
Mobile Phone
Email
D. H.
Vice President - Head Of Office/Wealth Manager
Mobile Phone
Email
C. K.
Vice President - Product Management
Mobile Phone
Email
K. G.
Vice President | Relationship Manager
Mobile Phone
Email
S. S.
Head Of Office
Mobile Phone
Email
B. P.
President
Mobile Phone
Email
C. W.
Founder/Senior Vice President/Corporate Secretary/Assistant Corporate Secretary
Mobile Phone
Email
D. G.
Owner
Mobile Phone
Email

Goldman Sachs Personal Financial Management Employee Metrics

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2025

2024

Analytics
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Administrative
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Accounting

Contact profiles from Goldman Sachs Personal Financial Management

Name

Title

Contact Info

Location

Last Update

D. H.
Vice President - Head Of Office/Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 27, 2025
C. K.
Vice President - Product Management
Mobile Phone
Email
United StatesTexas
Jul 18, 2025
R. G.
Vice President, Technology
Mobile Phone
Email
United StatesNew York
Aug 12, 2025
D. V.
Vice President
Mobile Phone
Email
United StatesTexas
Jul 14, 2025
G. S.
Vice President
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025
S. W.
Vice President
Mobile Phone
Email
United StatesTexas
Oct 20, 2025
A. B.
Vice President
Mobile Phone
Email
United StatesMichigan
Apr 26, 2025
C. B.
Vice President
Mobile Phone
Email
United StatesColorado
Jun 17, 2025
C. V.
Vice President, Senior Business Consultant
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
C. J.
Vice President, Head Of Office
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Goldman Sachs Personal Financial Management known for?

Goldman Sachs Personal Financial Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 4000 MacArthur Blvd Newport Beach, California 92660 US. Explore Goldman Sachs Personal Financial Management's company overview page for more information.

What is Goldman Sachs Personal Financial Management's most common email format?

Goldman Sachs Personal Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goldman Sachs Personal Financial Management email formats with LeadIQ.

How many employees does Goldman Sachs Personal Financial Management have currently?

Goldman Sachs Personal Financial Management has approximately 540 employees as of August 2025. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Goldman Sachs Personal Financial Management's key employees and leadership?

As of August 2025, Goldman Sachs Personal Financial Management's key employees include:

Vice President Of Executive Financial Management: B. A.
Vice President - Head Of Office/Wealth Manager: D. H.
Vice President - Product Management: C. K.
Vice President | Relationship Manager: K. G.
Head Of Office: S. S.

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