Jason Rosener, CFP®Vice President, Co-Head Of Office, Paradise Valley
Jason Rosener, Paradise Valley, assists clients with investments, insurance, estate and retirement planning in the Denver, Colorado Springs, Scottsdale and Tucson offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Jason’s daily responsibilities include supporting business development and client initiatives for the office’s wealth advisers in each area served while continuing to service the needs of new and existing client relationships. Since 2016, he has served as an adviser collaborating with Goldman Sachs Personal Financial Management leadership on several company-wide initiatives.
Jason brings more than 20 years of experience in the financial services industry. Before joining what is now Goldman Sachs Personal Financial Management, Jason served as the President of Capital Investment Counsel (CIC), which managed client assets above $2B.
Jason’s hard work and passion may best be reflected in his eight years as a professional athlete and member of the United States Ski Team. In his free time, Jason enjoys spending time with his wife Nicole and two children. He loves the outdoors and actively gives back to the skiing community by volunteering his time coaching and speaking to various groups on his Olympic experience.
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.