Katie Weber, CFP®ASSOCIATE, WEALTH ADVISOR
Katie Weber focuses on comprehensive financial planning and investment management for clients in the Denver office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She emphasizes the importance of the relationship with her clients, and the value of understanding her clients’ instinctual biases and personal blind spots. Using a holistic approach to wealth management allows her to tailor advice to each client and their unique set of needs and goals.
Katie began her career at Janus, where she developed her investment acumen before finding her role at an independent RIA in Denver in 2017. Katie is a CERTIFIED FINANCIAL PLANNER™ practitioner and provides her clients with guidance in the areas of investments, risk management, estate planning, and retirement.
Katie graduated with her degrees in Finance and Economics from the University of Idaho. She served as an analyst and then as a portfolio manager for The College of Business and Economics for a student-led scholarship fund.
Katie is from the Pacific Northwest and now lives in the Denver metro area. She enjoys travel, teaching yoga, various fitness endeavors, and cooking.
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.