Julie Finney

Julie Finney, CFP®


Julie Finney is responsible for coordinating all aspects of a clients' financial lives to enhance their current planning in the Baltimore office at Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She believes that risk management, combined with goal-driven investment decisions, can be the formula for success.

Julie has worked in the financial services industry for more than 30 years and views financial planning as a dynamic and continual process. She has been a CERTIFIED FINANCIAL PLANNER (CFP®) since 1992.

Julie enhances her professionalism through involvement in the Society of Financial Service Professionals and the Maryland Institute College of Art Planned Giving Advisory Council. In her spare time, she enjoys traveling to her beach house, supporting her husband’s dental practice and local rock band, gardening, reading, being part of a long-standing culinary group and spending time with family and friends.

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.