Lisa Aldrete is responsible for supporting advisors as they develop client financial plans for the Denver and Louisiana offices at Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Day to day, Lisa prepares and attends client meetings and develops relationships with the clients to be a resource to assist them with any questions.
Lisa has over 34 years of experience in the financial industry.
Lisa has been married for over 38 years and has four grown children and currently seven grandchildren. She enjoys spending time with her wonderful family and friends, gardening, trips to the beach, Harley motorcycle adventures with her husband and cheering on her local football teams, Saints and LSU.
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.