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James Andrews, CFP®

Associate, Wealth Manager, Newport Beach
james.andrews@gs.com

James Andrews, Newport Beach, is responsible for financial planning and customized investment strategies for clients across Southern California for Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. As a Wealth Manager, James focuses heavily on holistic financial planning: integrating client’s unique circumstances with their investment and life goals.

James joined Goldman Sachs Personal Financial Management in 2015 as an Analyst for Mergers & Acquisitions. Following his time with the Mergers & Acquisitions team, James worked on FinLife Partners, which focuses on providing elevated client experience tools to financial advisors.

James is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Bachelor of Science degree in Entrepreneurial Finance from Cal Poly Pomona.

James spends his off-hours playing pick-up hockey, starting (and sometimes finishing) weekend DIY projects and helping his wife keep up with their two boys.

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 financialservices 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.

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