Mario A. Zumbo, CFP®ASSOCIATE, WEALTH MANAGER
Mario Zumbo is responsible for helping clients navigate the complexities of financial planning and wealth management the Bethesda office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.. Delving deep into the most important aspects of his clients’ lives to address their investment, estate and retirement needs, Mario serves not only as a financial planner, but also as a trusted confidant and friend.
Previously, Mario was a financial advisor for Charles Schwab in downtown Washington, D.C. Most recent to joining the Goldman Sachs Personal Financial Management team, he was a financial advisor at Fidelity Investments in the Bethesda, MD office.
Mario is a graduate of the University of Maryland’s Robert H. Smith School of Business with a degree in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Outside of work, you can find Mario doing one of the following: supporting his local sports teams, exercising, traveling, golfing or spending time with friends and family.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) 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. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.