Joel Johnson, CFP®Vice President, Wealth Advisor, Cherry Creek
Joel Johnson, Cherry Creek, is responsible for managing investment portfolios and working closely with clients to develop comprehensive financial plans at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He draws on his thorough knowledge of investment management, insurance, estate and retirement planning when constructing portfolios to meet the unique needs of his clients.
A veteran of more than 20 years in the investment industry, Joel previously served as a financial consultant with TD Ameritrade and Charles Schwab, where he advised affluent families and business owners on all aspects related to their financial situations.
Joel is a CERTIFIED FINANCIAL PLANNER™ professional in Denver CO, as well as an affiliate of the Market Technicians Association (MTA) and a member of the Financial Planning Association (FPA). He earned a Bachelor of Science in Business Administration degree with an emphasis in marketing from the University of Colorado.
In his free time, Joel enjoys spending time with his wife, Carol, and two sons, Luke and Dylan. As a family, they like to snowboard, bike, golf and travel.
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.