Rich Westhelle, CFP®Vice President, Windermere
Rich Westhelle, Windermere, is responsible for working with clients to develop and implement a plan for their financial goals at the Huntington, Paramus and Winter Garden offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He serves as a reliable resource and problem solver, who guides clients in their decision-making process on how to best use their resources and prioritize based on what is most important to them.
Rich has worked in the financial planning industry, since 2008, working for multiple registered investment advisers, before joining United Capital Financial Advisers in 2012; which ultimately became what is now Goldman Sachs Personal Financial Management.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who earned a Bachelor of Science in Family Resource Management at The Ohio State University.
Rich lives in Monticello, Arkansas, with his wife Amanda and two children, Savanna and Colt. He enjoys fishing, sports, movies, and spending time with family and friends.
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. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer 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.