Rene Valenzuela, CFP®ANALYST
Rene Valenzuela is responsible for overseeing the establishment and implementation of financial plans and enhancing client experience at the Boca Raton office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
He has a strong background in retirement income planning and investment management strategies. Upon graduating from college, Rene joined what is now Goldman Sachs Personal Financial Management as a Guidance/Financial Planning Specialist, preparing customized financial plans for clients.
He earned a Bachelor of Science in Personal Financial Planning from Texas Tech University in 2012 and his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2015.
Outside the office, Rene enjoys spending time with his two rescue dogs. He also loves cooking and camping. Originally from the Lone Star State, Rene is an avid fan of the NBA’s San Antonio Spurs.
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.