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Personal Financial Management Advisors in Boca Raton, Jaffe Office

Are you living the life you want? Consult a local advisor about a personal and engaging approach to wealth management.

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Craig Jaffe, financial advisor in Boca Raton, FL

About the Jaffe Office in Boca Raton

Everyone is unique. Our team at Goldman Sachs Personal Financial Management specializes in helping people live the life they want through a dedicated, experienced advisor who helps you through dynamic financial planning, and provides personalized investments and other Goldman Sachs offerings for your specific needs.

We have unique solutions tailored to help you understand how to optimize life choices and make appropriate financial decisions throughout your lifetime. Our dynamic process and interactive tools integrate your personal and financial goals, helping you and your family clearly articulate your goals, build a dynamic plan and make trade-offs as life unfolds.

We call it Personal Financial Management. And it will change your life and the way you think about money—one decision at a time.

We invite you to explore our Boca Raton office page to learn more about our team of advisors and our personal financial management services.

For more than ten years, Vice President, Head of Office Craig Jaffe, CFP®, has been helping clients live the life they want through his analytical skills, genuine care, and full commitment to Personal Financial Management. Craig uncovers what’s important to his clients by exploring financial fears and pitfalls, always putting their priorities and concerns first.

To learn more about our High-Net-Worth Services, please click here.

Our Personal Financial Management Team Location

980 N. Federal Highway, Suite 400-A
Boca Raton, FL 33432

Telephone: 561-362-7850
Facsimile: 561-362-9525

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Meet Our Jaffe Financial Advisor Team in Boca Raton

Financial Advisor Services To Help You Live the Life You Want

At Goldman Sachs Personal Financial Management our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, which means something different for each person.

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Personal Wealth Management Investing

Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

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Check the background of these investment professionals on FINRA's BrokerCheck.

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment advisory services provided through United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is 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. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site.