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Personal financial management advisors in Miami

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Your financial planning needs are unique. So is our expert team of 8 financial advisors, led by Kevin P. Rabbitt. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

Meet our financial advisor team

Justin Gradolf, CFP®

VICE PRESIDENT, WEALTH MANAGER

Fred Tan, CFP®

VICE PRESIDENT, WEALTH MANAGER

Michael Antczak

ASSOCIATE, WEALTH MANAGER

Kerly Chirinos, CFP®

ASSOCIATE, WEALTH MANAGER

Jesse Kimmel, CFP®

ASSOCIATE, WEALTH MANAGER

James Atkinson

ASSOCIATE, WEALTH MANAGER

Robert Rogers

ASSOCIATE, WEALTH MANAGER

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