Brandon Bishop, CFP®Associate, Wealth Manager, Newport Beach
Brandon Bishop, Newport Beach, is responsible for assisting clients using holistic wealth management and financial planning at the Newport Beach office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Brandon helps clients take a holistic view of their overall financial picture in an effort to effectively align their current financial situation with their future financial goals. This approach allows Brandon to help clients tightly coordinate all aspects of their financial picture, such as maximizing employee benefit opportunities, current and future income and tax planning, and serving as a knowledgeable resource for clients’ financial inquiries.
Prior to joining Goldman Sachs, Brandon spent five years working as a Wealth Manager for a wealth management firm in Wisconsin. He focused on comprehensive wealth management in an effort to effectively coordinate all aspects of a client’s life.
Brandon attended the University of Wisconsin – Eau Claire where earned a Bachelor’s Degree in Business Economics with a minor in Finance. Brandon is a CFP® professional.
In his free time, Brandon enjoys spending time with his wife, two children, and two dogs. He loves watching sports of all kinds, including the Green Bay Packers, Wisconsin Badgers, Milwaukee Bucks, and Milwaukee Brewers.
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.