FINAL Palm Desert 2000x420 Getty 184387632 1

Personal financial management advisors in Palm Desert

Contact Palm Desert

Get personal with us in our Palm Desert office

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.

Meet our Palm Desert financial advisor team

See all our advisors

Ready to get personal? Meet us in Palm Desert

Request an appointment

Explore insights and advice from our experts.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.


To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.