PFM Parker Stone Newport C Av2 2

Parker Stone CFP®

Vice President, Wealth Manager, Newport Beach

Parker Stone, Newport Beach, is responsible for financial planning at the Irvine office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Parker advises senior corporate executives in benefits and compensation maximization, tax planning, estate planning, wealth transfer, investment strategy and risk management.

Since joining the firm in 2014, Parker has held several positions within the Financial Counseling business. Prior to assuming his current role of Wealth Manager, he was a senior financial planner in Ayco’s Executive Financial Management.

Parker earned a Bachelor’s Degree in Economics from the University of Southern California and earned his CFP® in 2019.

Parker enjoys spending time with his wife and dog, Barkley. He loves watching sports of all kinds, including the Los Angeles Lakers, Los Angeles Angels and the Atlanta Falcons. He also enjoys returning back to his Alma Mater, USC to watch the Trojans play at the Coliseum.

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.

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