Craig Jaffe, CFP®Vice President, Head Of Office, Boca Raton - Jaffe
Craig Jaffe, Boca Raton - Jaffe, is responsible for overseeing the strategic vision of the Boca Raton office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. He brings a broad range of experience in all aspects of financial planning including retirement planning and portfolio management.
His mission is to understand his client objectives, providing a personalized experience that goes beyond their finances, helping them achieve a financial plan that puts them first.
Craig began his career at United Capital Financial Advisers and has spent the last 13 years cultivating long-lasting relationships with his clients. In 2019, United Capital became Goldman Sachs Personal Financial Management where Craig is now Vice President and Head of Office.
He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration with a major in Finance. In February of 2011, Craig obtained his CFP® designation.
Craig resides in South Florida with his wife Emily and son Carter. He enjoys golfing, skiing and traveling with his family.
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.