Erik Jensen, CFP®Vice President, Head Of Office, Palm Desert
Erik, Palm Desert, is the Head of Office for the Palm Desert office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. His primary focus is building local advisory relationships and providing advanced wealth management and investment advice for our higher net-worth clients.
Before joining Goldman Sachs Personal Financial Management, Erik was the founder and President of Jensen Wealth Advisors (1995-2017), a wealth management firm focused on trust and integrity, emphasizing high-touch, meaningful relationships with clients.
Erik graduated Cum Laude from Claremont McKenna College in 1989 and was a champion swimmer and water polo player. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1995.
Erik lives in Bermuda Dunes, CA, with his wife Anna, and has two fantastic kids. He enjoys hiking, traveling, reading and loves his Los Angeles Angels.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.