Joe Calhoun, CFP®Analyst, Highlands Ranch
Joe Calhoun, Highlands Ranch, provides financial planning support and helps facilitate the relationship between clients and their financial planning team at the Denver Highlands Ranch office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He works closely with other team members to provide practical solutions and help clients live the life they want.
Prior to joining Goldman Sachs Personal Financial Management in 2021, Joe worked as a Client Service Specialist at LPL Financial. There, he learned personal communication and business skill while assisting with financial planning, data entry, and client services. He brings this client experience now to Goldman Sachs Personal Financial Management where he hopes to provide the same level of client care, relationship management, and financial success to his clients.
Joe earned his degree in finance from Indiana University – Kelley School of Business. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Originally from Chicago, Joe now resides in Denver and spends his time snowboarding, hiking, boxing, and going to the movie theater. He also enjoys traveling, playing cards, hanging with family and friends, and keeping up with Chicago sports teams.
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.