Keith A. ChatelAssociate I Wealth Management, Bethpage
Keith A. Chatel, Bethpage, is responsible for developing and managing client relationships with a high level of service and expectation at the Long Island Metro branch of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Keith's primary focus is on holistic financial planning with emphasis placed on budgeting, retirement, risk management, estate and tax planning. Keith's main goal is to provide solutions and inspire clients to take action toward achieving their personal financial goals while providing clients with clarity, confidence and improved organization of their financial plan.
Keith began his career with a focus on risk management and financial services. Soon thereafter, he became a holistic advisor offering comprehensive financial, investment and risk management solutions to his clients. Prior to joining Goldman Sachs PFM, Keith was the proprietor of a successful boutique risk management and financial service's firm for nearly two decades.
Keith lives on the North Shore of Long Island, New York and enjoys his time away from his practice with his family, friends and in the outdoors.
"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."