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Financial advisors in North Wales, Philadelphia

Contact North Wales

Get personal with us in our North Wales office

Your financial planning needs are unique. So is our expert team of 2 financial advisors, led by Daphne Hu, CFP® and Patricia "Patty" Angelozzi. 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.

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Meet our Philadelphia financial advisor team

Daphne Hu, CFP®

VICE PRESIDENT, WEALTH ADVISOR, CO-HEAD OF OFFICE

Patricia "Patty" Angelozzi

VICE PRESIDENT, WEALTH ADVISOR, CO-HEAD OF OFFICE

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