Jonathan "Jon" Blumenthal, CFP®Vice President, Co-Head Of Office, Plano
Jonathan Blumenthal's, Plano, focus is on helping clients at all income levels plan financial transitions and ultimately retire with comfort and confidence, at the Dallas, Houston, Denver and North Dallas offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He also guides management-level financial portfolios for executives. Jonathan emphasizes an elevated level of service and stewardship for clients and mentors incoming advisors.
He joined what is now Goldman Sachs Personal Financial Management in 2011 and has worked in the Financial Planning Industry since 1997. Before joining United Capital, now GS PFM, he was Co-Founder and Managing Partner of Peak Capital Investment Services for nine years. He co-led and managed the Advising Corporate Employees (ACE) team, a network of retirement planning advisors assisting Fortune 500 employees across the country.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who studied history at Israel’s University of Haifa. His love for this subject has sparked a lifelong interest in historical financial and economic cycles.
Jonathan and his wife, Eve, have three children. In his spare time, he enjoys playing golf, traveling, watching sports and, above all else, spending time with family and friends. Jon has traveled most of the world and hopes to complete his world tour when the time is right.
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.