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PFM Fred Tan Miami FL PAT

Fred Tan, CFP®

Vice President, Wealth Manager, Miami

Fred Tan, Miami, guides clients through the phases of their financial life by helping them chart a dynamic course for lifetime financial wellness. He is based in the Miami office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

As a Wealth Manager, Fred personalizes the design and implementation of every financial plan and investment portfolio. Supported by a team of specialists, Fred integrates the cash management, investment management, retirement, estate and tax planning, and insurance need of every client into their plan.

Fred joined Goldman Sachs Personal Financial Management from RBC Wealth Management, where he was a Financial Advisor and a Financial Planner to high-net worth clients. Prior to that Fred served as Senior Director at BNY Mellon Wealth Management serving a select clientele. Fred’s experience in the financial services and wealth management industries spans over 25+ years.

Fred earned his MBA in Finance and International Business from NYU’s Stern School of Business and his Bachelor’s Degree from Colgate University. He holds the CERTIFIED FINANCIAL PLANNER™designation.

Fred was born in New Rochelle, NY and spent his childhood in between New York, Taiwan and Venezuela. He and his husband, Mark are happily married and live in Hollywood, Florida with their two miniature poodles, Samson and Jiggy. During his free time, Fred enjoys tennis, pickle-ball, scuba-diving, meditation, and volunteering for various non-profits organizations that focus on LGBTQ rights and environmental conservation.

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., member FINRA/SIPC. GS&Co. 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.

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