Chad Rishel, CFP®, CLU®Vice President, Senior Wealth Manager, Morristown
Chad Rishel, Morristown, is responsible for assisting clients with financial planning and wealth management at the Boston office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Chad primarily focuses on assisting clients with estate planning, risk management, retirement income and investments.
Chad started his career in financial services at Morgan Stanley. He then went on to work for TD Ameritrade in their flagship Washington, DC office, where he continued to work with clients focused on complex investment management and financial planning goals. Prior to joining Goldman Sachs Personal Financial Management, Chad worked for Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), where he worked with higher education employees, helping them and their families plan and invest to and through retirement.
Chad has a BS in Economics from Pennsylvania State University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Chad, his wife, Jennifer and his daughter live in Medfield, MA. He enjoys cooking for his family and learning about new cultures by traveling internationally.
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.