PFM Phil Tanner Palm Desert CA

Phil Tanner, CFP®

Associate, Wealth Manager, Palm Desert

Phil Tanner, Palm Desert, focuses on taking a holistic approach when helping clients manage their wealth in the Palm Desert office at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He enjoys enriching relationships with current clients while building new relationships for the firm’s next generation of clients.

Prior to joining Goldman Sachs Personal Financial Management, Phil spent 10 years in the insurance industry before joining Jensen Wealth Advisors in 2015.

With a Bachelor's degree from Purdue University, Phil has also earned the designation of CERTIFIED FINANCIAL PLANNER (CFP®).

Phil lives in Palm Desert with his wife, Amber and their two sons. He is an outdoor enthusiast who loves sports, hiking and taking his dog, Hannah, on long walks.

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.

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


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.