PFM Brian Cassick Albany 1

Bryan Cassick, CFP®

Associate, Wealth Manager, Albany

Bryan Cassick, Albany, helps provide financial planning for clients at the Cohoes office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. He assists clients with financial planning that includes employee compensation and benefits, investments, cash flow, retirement, insurance, and estate planning.

Bryan joined the firm in 2014 with the Financial Wellness division where he helped employees of Fortune 500 companies understand their company benefits while integrating those benefits into their comprehensive financial planning. Bryan then transitioned into the SurvivorSupport® division of the firm in 2018. In this role, he assisted individuals that recently lost a loved one on financial planning with a focus in estate settlement, Social Security, and employee benefits.

Bryan received his Bachelor’s and Master’s, both in Finance, at the State University of New York at Albany. Bryan is also a Certified Financial Planner (CFP®).

Bryan grew up outside of Albany in Upstate New York where he has been enriched in the outdoors and music. He enjoys singing and strumming instruments, taking care of his 81-year-old home and visiting America’s National Parks with his wife.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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