Greg Schoenfeld, CFP®Vice President, Elkhart
Greg Schoenfeld, Elkhart, advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at the Elkhart office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
He is the former owner of Compass Wealth Advisors, which would become part of United Capital and is now Goldman Sachs Personal Financial Management. Greg has experience working with high-net-worth families and business owners.
He received a Bachelor of Science from Western Michigan University and is professionally registered as a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Greg is a lifelong resident of southwestern Michigan and northern Indiana. He and his wife, Cindy, are active members of their local church. They enjoy living on Donnell Lake and spending time with their children and grandchildren.
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.