Kelly Trevethan

Kelly Trevethan, CIMA®


Kelly Trevethan is responsible for helping his clients create and implement a financial plan that is unique to their financial circumstances at the San Francisco 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, Kelly served as a Managing Director for The Trevethan Group at Oppenheimer & Co and was a member of Oppenheimer & Co’s Chairman Council. He began his career in private wealth management at Bear Stearns in 1983 and is a member of the International Association of Registered Financial Consultants.

Kelly is a graduate of Saint Mary's College in Moraga California, where he earned his Bachelor of Science degree in Economics.

When Kelly is not in the office, he and his wife, Tiffani, invest their time into their businesses. One of the businesses provides educational scholarships for those in need.

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.