Penny Dokken, CFP®Vice President, Senior Wealth Manager, Cherry Creek
Penny Dokken, Cherry Creek, assists clients with financial life management at the Denver office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management division of Goldman Sachs. Penny conducts detailed interviews with each client to determine their risk tolerance and retirement goals which are incorporated into the financial plan. She understands retirement looks different to every client, so each financial plan is detailed and individualized.
Penny has 17 years of comprehensive experience in the financial services industry, building client portfolios and financial plans. She knows each client’s retirement savings is the vehicle that enables them to live the life they want in retirement. Penny enjoys investment planning and believes every client should be comfortable with each step of the process. She develops solid relationships and maintains a deep commitment to her clients.
Penny graduated from Minot State University in North Dakota with a major in Business Education and a minor in Economics. She earned her CFP® from the College of Financial Planning.
In her spare time, you will find her playing with her dogs, golfing, or scuba diving in the amazing splendors of the oceans.
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.”), member FINRA/SIPC, 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.