David Peterson, CFP®VICE PRESIDENT, CO-HEAD OF OFFICE
David Peterson helps clients build and maintain their wealth, as well as assist with their financial goals and objectives at the Denver - Highlands Ranch and San Antonio offices of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
David is the former President and CEO of Peak Capital Investment Services, which joined United Capital in 2011. United Capital became Goldman Sachs Personal Financial Management in 2020.
David received his bachelor’s degree in 1982 from Texas Tech University and his law degree in 1985 from Washburn University School of Law, where he was a member of the Law Journal. David earned designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2003.
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.