Robert Yu, CFP®Vice President, Wealth Manager, Peachtree Corners
Robert Yu, Peachtree Corners, serves as a Wealth Manager for the Atlanta office at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. As a Wealth Manager, Robert is dedicated to providing an excellent client experience and strives to meet their needs promptly.
Before joining the firm, Robert began his career at Fidelity Investments as a Financial Representative. After two years at Fidelity, Robert transitioned to the Guidance Team at United Capital, where he spent another two years before becoming a Relationship Manager. In July 2020, Robert began in his current role as Wealth Manager.
He graduated Magna Cum Laude from the Georgia Institute of Technology with a Bachelor of Science degree in Economics and a minor in Accounting. Robert obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in August 2019.
Robert is married to his wife, Stephanie. Together, they enjoy traveling, running, and spending time with 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.