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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.

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

Goldman Sachs Personal Financial Management Global Highlights

Location
Employees

North America
320

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  • United States Of America
    318
  • Canada
    2

Asia
13

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  • India
    13

Europe
6

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Belgium
    2
  • Netherlands
    2

Oceania
2

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  • Australia
    2

Africa
1

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  • Ghana
    1

Goldman Sachs Personal Financial Management's Leadership

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

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
Location
Last Update
  • Stylized image of a person
    Y. J.
    Analyst
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. E. S.
    Head Of Hr Business Partner Team Gsam B.V
    Mobile Phone
    NetherlandsSouth Holland
    Apr 17, 2026
  • Stylized image of a person
    M. G.
    Associate | Senior Relationship Manager Of Ny / Nj & Boston2
    Mobile Phone
    Aug 04, 2026

Frequently Asked Questions

What is Goldman Sachs Personal Financial Management known for?

Minus sign iconPlus sign iconGoldman 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?

Minus sign iconPlus sign iconGoldman 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?

Minus sign iconPlus sign iconGoldman Sachs Personal Financial Management has approximately 540 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

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

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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.
  • Independent Business Owner: R. G.
  • Owner: D. G.

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