Paul SwensonVice President, Wealth Advisor, Scottsdale
Paul Swenson, Scottsdale, is responsible for assisting clients with their financial plans and goals at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. At the Scottsdale – Paradise Valley office, Paul helps clients develop and execute comprehensive financial plans, in addition to building investment portfolios of complementary strategies to help clients reach their long-term financial life goals.
With over 10 years of experience in the financial industry, Paul Swenson has extensive knowledge of investment management, insurance, estate and retirement planning. Prior to joining Goldman Sachs Personal Financial Management, Paul was a Private Banker with the Wealth Management Group at BBVA Compass, where he worked closely with high net worth individuals and businesses offering comprehensive planning, investments and financial solutions.
Paul is a graduate of Arizona State University, where he attained a B.S. degree in Finance from the W.P. Carey School of Business.
Paul is a native Arizonan, and in his free time, he enjoys hiking, golfing, and traveling with his wife Autumn and their three sons.
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.