PFM Rich Westhelle Paramus NJ

Rich Westhelle, CFP®

Vice President, Paramus

Rich Westhelle, Paramus, is responsible for working with clients to develop and implement a plan for their financial goals at the Huntington, Paramus and Winter Garden offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He serves as a reliable resource and problem solver, who guides clients in their decision-making process on how to best use their resources and prioritize based on what is most important to them.

Rich has worked in the financial planning industry, since 2008, working for multiple registered investment advisers, before joining United Capital Financial Advisers in 2012; which ultimately became what is now Goldman Sachs Personal Financial Management.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who earned a Bachelor of Science in Family Resource Management at The Ohio State University.

Rich lives in Monticello, Arkansas, with his wife Amanda and two children, Savanna and Colt. He enjoys fishing, sports, movies, and spending time with family and friends.

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. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer 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.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.