What departments does Goldman Sachs Personal Financial Management have?

Goldman Sachs Personal Financial Management has employees across 10 departments including Entrepreneurship, Administrative, Accounting, Operations, Finance.

What is the largest department at Goldman Sachs Personal Financial Management?

The largest department at Goldman Sachs Personal Financial Management is Entrepreneurship with 4 employees.

How has Goldman Sachs Personal Financial Management's team size changed over time?

Goldman Sachs Personal Financial Management's team has decreased from approximately 377 to 57 employees based on available data.

Goldman Sachs Personal Financial Management Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

Goldman Sachs Personal Financial Management provides personal financial planning and management services within the financial services sector. It operates out of Newport Beach, California, under the Goldman Sachs Personal Financial Management brand through United Capital Financial Advisers, LLC. The organization is affiliated with Goldman Sachs & Co. LLC and is a subsidiary of The Goldman Sachs Group, Inc., connecting clients to in-house expertise and resources. Its advisory approach centers on partnering with clients, proactively identifying opportunities, and serving as a sounding board to navigate across their financial picture. The firm targets individuals seeking comprehensive wealth management and positions itself as a midsize advisory within the Goldman Sachs ecosystem.

Goldman Sachs Personal Financial Management Global Highlights

North America
288

United States Of America
287
Canada
1

Europe
7

Netherlands
4
United Kingdom Of Great Britain And Northern Ireland
2
Belgium
1

Asia
5

India
5

Oceania
4

Australia
4

Africa
1

Ghana
1

Goldman Sachs Personal Financial Management's Leadership

T. D.
Chief Executive Officer
Mobile Phone
Email
K. G.
Vice President | Relationship Manager
Mobile Phone
Email
K. E. S.
Head Of Hr Business Partner Team Gsam B.V
Mobile Phone
Email
T. E.
Founder & Managing Partner
Mobile Phone
Email
R. G.
Independent Business Owner
Mobile Phone
Email
D. G.
Owner
Mobile Phone
Email
J. S.
Senior Partner, Wealth Advisor
Mobile Phone
Email
P. C.
Wealth Advisor, Managing Partner
Mobile Phone
Email

Goldman Sachs Personal Financial Management Employee Metrics

100%

50%

0%

2026

2025

Analytics
Operations
Administrative
Finance
Marketing
Other
Accounting
Banking
Community & Social Services
Recruiting

Contact profiles from Goldman Sachs Personal Financial Management

Name

Title

Contact Info

Location

Last Update

A. R.
Associate Wealth Manager
Mobile Phone
Email
Oct 17, 2024
J. M.
Wealth Manager
Mobile Phone
Email
Jul 19, 2022
J. B.
Centralized Relationship Manager
Mobile Phone
Email
Oct 17, 2024
N. B.
Administrative Manager
Mobile Phone
Email
Oct 21, 2024
P. M.
Senior Financial Planner
Mobile Phone
Email
Jun 02, 2026
N. K.
Associate
Mobile Phone
Email
IndiaKarnataka
Oct 24, 2025
S. S.
Independent Management Consultant
Mobile Phone
Email
Belgium
Feb 16, 2026
M. X.
Portfolio Accountant
Mobile Phone
Email
AustraliaVictoria
Jun 28, 2026
A. B.
Training Specialist
Mobile Phone
Email
Feb 13, 2023
A. M.
Client Service Administrator
Mobile Phone
Email
Mar 24, 2023

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. 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 July 2026. 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 July 2026, Goldman Sachs Personal Financial Management's key employees include:

Chief Executive Officer: T. D.
Vice President | Relationship Manager: K. G.
Head Of Hr Business Partner Team Gsam B.V: K. E. S.
Founder & Managing Partner: T. E.
Independent Business Owner: R. G.

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Goldman Sachs Personal Financial Management Employee Directory

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