PFM Woodlands Headshots Stephen 1

Stephen Bauer, CFP®


Stephen Bauer is responsible for developing financial plans and offering guidance and advice to clients at The Woodlands office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

Stephen started his career with AG Edwards, which, after a few acquisitions, became Wells Fargo Advisors. After gaining experience with Wells Fargo Advisors, he continued his career as a Wealth Manager with Ameriprise Financial and eventually joined United Capital Financial Advisers, now Goldman Sachs Personal Financial Management.

Stephen is a CERTIFIED FINANCIAL PLANNER™ professional. Before majoring in Business at the University of Illinois, he studied Engineering. His extensive knowledge of financial planning and previous experience with engineering has helped him break down client goals when creating a plan to meet their unique financial needs.

Stephen lives with his wife, Lisa, his son, Lukas, and two cocker spaniels, Snickers and Rudy. He serves on his church finance council, as a diplomat for the Woodlands Chamber of Commerce, and is an active member of The Woodlands Rotary Club.

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.