PFM Greg Latini

Gregory Latini, CFP®

Associate, Wealth Advisor, Charlotte/Lake Norman

Greg Latini, Charlotte/Lake Norman, helps each client create and implement a financial plan that is unique to their circumstances at the Davidson office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Greg utilizes a holistic approach to financial planning, concentrating on strategies that focus on all aspects of his clients’ personal and financial goals by educating and inspiring them to take action so they can live the life they want.

Greg has over 13 years of experience as a financial planner. Prior to joining what is now Goldman Sachs Personal Financial Management, he was a Wealth Manager and Investment Advisor at TIAA.

Greg graduated from Hofstra University with a Bachelor’s degree in Finance. He also attended Queens University of Charlotte, where he earned the designation of CERTIFIED FINANCIAL PLANNER (CFP®).

Outside of the office, Greg is active in the community helping and supporting causes for underprivileged youth. He enjoys spending time with his wife Regina, coaching his son, Michael’s, baseball teams, and spending long weekends at the beach.

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.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.