Paul Jarvis, CFP®Vice President, Head Of Office, Fargo
Paul Jarvis, Fargo, is responsible for working with individual and corporate clients while emphasizing retirement and transitional wealth planning, at the Fargo office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. His overarching goal is to help clients better understand their financial lives and make objective, informed decisions. Paul believes that clients are best served when they play an active role in designing and creating their personal plans and strategies.
Prior to Goldman Sachs, Paul served as a Portfolio Manager and Financial Planner for a regional trust company where he served high-net-worth trust clients.
He is a CERTIFIED FINANCIAL PLANNER™ Professional and earned his Bachelor's degree from the University of St. Thomas in St. Paul, where he studied Business Law and English.
An avid golfer and outdoorsman, Paul lives in Fargo with his wife, Ann, and their three children.
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.