Chad R. McPherson, CFP®ASSOCIATE, WEALTH MANAGER
Chad R. McPherson is responsible for helping each client create and implement a financial plan unique to their circumstances at the Evansville office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
Prior to joining Goldman Sachs Personal Financial Management, Chad spent almost two years working as a life insurance agent.
Chad currently holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chad received a Bachelor of Science in Financial Management and his Certificate of Financial Planning all from Western Kentucky University.
Chad and his wife, Caylan, currently reside in Evansville, IN. Outside of work, Chad enjoys exercising, reading and good coffee.
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.