Daphne Hu, CFP®Vice President, Wealth Advisor, North Wales
Daphne Hu, North Wales, assists clients by providing them with strategic financial solutions at the Philadelphia office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Daphne strives to deliver sophisticated strategic solutions to a wide range of clientele including tax planning and cash flow management. Her holistic approach helps clients make confident and sound financial decisions affecting the quality of their lives.
Daphne is passionate about helping her clients gain clarity, confidence and control of their financial path. She began her financial services career in New York City with JPMorgan Investment Management Private Client Group in 1998. Before joining Goldman Sachs Personal Financial Management, she worked as a senior advisor for another premier advisory firm, developing her communication and problem-solving skills.
Daphne received her Bachelor’s degree in Economics with a minor in Psychology from Johns Hopkins University. She is also a graduate of the Wharton School’s Executive Program in Marketing and holds a Master of Science degree in Taxation from Widener University. She has also earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).
Daphne resides in Montgomery County, PA, with her husband, Ben, and two children. Her hobbies include interior design and traveling.
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.