James Andrews, CFP®Associate, Wealth Manager, Newport Beach
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 Consumer and Wealth Management Division 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.