Dave SmithAssociate, Newport Beach
Dave Smith, Newport Beach, is responsible for coordinating the firm's systems and client services to elevate the client experience and keep processes running efficiently for the Palm Desert office at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
Dave joined Jensen Wealth Advisors in 2001. Through his commitment to putting the client first and his willingness to go the extra mile, he has built a long career working alongside our advisors to help the firm’s clients find clarity, confidence and control in their financial decisions.
Dave lives in Palm Desert with his wife, Lindsey, and their two children. He spends his free time watching Lakers basketball, learning new technologies and loves to getaway to the beautiful beaches near San Diego.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management ("GS PFM"), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC 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.