Yuri GomezAnalyst, Modesto
Yuri Gomez, facilitates in establishing new client relationships at the Modesto office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. She coordinates the delivery of client-services that include onboarding, financial planning, investment management, and risk mitigation. She prides herself on carrying out solutions that help meet the unique needs of each client. Yuri is very personable is an invaluable resource for client questions.
Prior to joining Goldman Sachs PFM, Yuri worked with Bank of America/Merrill Lynch as a Private Client Banker/ Financial Advisor. There, she assisted affluent clients achieve their financial goals by effectively utilizing banking, lending and wealth management offerings. Yuri has worked in various roles within the Financial Services Industry for more than 15 years.
In her spare time, Yuri volunteers her time serving as a board member in multiple community non-profit organizations. She likes spending time with her children, cats, and dog. She also loves to travel and enjoys outdoor activities like hiking, running and yoga.
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.