Stephen Dreiling, CFP®Vice President, Co-Head Of Office, Paradise Valley
Stephen Dreiling, Paradise Valley, is responsible for portfolio management and client relationships at the Denver - Cherry Creek, Scottsdale - Paradise Valley and Tucson offices of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
With nearly 30 years of experience in the financial industry, Stephen has extensive knowledge of investments and insurance, as well as estate and retirement planning. Formerly with the Denver RIA firm Capital Investment Counsel and a Branch Manager for Charles Schwab & Co., Inc.
He earned a Master’s degree in Finance from the University of Colorado. In addition, he has a Master’s degree in Sports Administration from the University of New Mexico and degrees in Management and Accounting from Colorado Mesa University in Colorado. Stephen is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a member of the Financial Planning Association and the CFA Institute, and an affiliate member of the CFA Society of Colorado.
Stephen is married and has two beautiful daughters. They enjoy soccer and all the wonderful outdoor activities Colorado has to offer.
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.