John Brotherton, CFP®VICE PRESIDENT, CO-HEAD OF OFFICE
John Brotherton advises clients all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at the San Diego - La Jolla and Scottsdale - North offices of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. His experience ranges from asset management to retirement planning and includes a focus on trust and estate modeling, financial plan design and business succession planning.
John has a broad base of experience in portfolio management and investment consulting. He began his career as a Financial Advisor with Integrated Resources, Inc. Since then, John has worked for various financial institutions, including Inland, American Express Financial Advisors, Security Pacific Bank and the Acacia Group. Later on in his career, he became Owner and Managing Partner of Brotherton Investment Consultants, LLC, which is now Goldman Sachs Personal Financial Management.
John attended Emmaus Christian College in Oak Park, Illinois, and Arizona State University in Tempe, Arizona, where he majored in Finance. He received his board designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College of Financial Planning. John is also a member of the Financial Planning Association of Greater Phoenix
A third-generation Phoenix native, he resides in North Phoenix with his wife Donna and their three sons and twin daughters.
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.