Your financial planning needs are unique. So is our expert team of 6 financial advisors, led by Erik Jensen, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
36921 Cook St, Suite 101
Palm Desert, CA 92211
Driving directions >
Telephone:
760-341-5242
M-Th: 8am - 5pm
Fri: 8am - 1pm
Sat & Sun: closed
We are in the University Village Office Park, directly across from the restaurants.
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