PFM Chase Gelardi Scottsdale Scottsdale2

Chase Gelardi, CFP®

Vice President, Wealth Advisor, Scottsdale

Chase Gelardi, Scottsdale, is responsible for helping clients discover their overall long-term and short-term financial goals through the development of a comprehensive financial plan at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

Chase has worked in the financial industry since 2008 and has been advising clients since 2012. He was previously with Vanguard for over 10 years providing clients with comprehensive wealth planning and ongoing investment management.

He has been a CERTIFIED FINANCIAL PLANNER professional since 2012 and earned a Bachelor of Finance degree from the University of Arizona.

An Arizona native, Chase is married to Marissa and they have two daughters. In his free time, he enjoys exercising, trying new restaurants, and traveling with his family.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financialservices organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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