Sam Schlesinger, CFP®Associate, Wealth Manager, Scottsdale
Sam Schlesinger, Scottsdale, specializes in assisting clients with wealth management based on their own needs and circumstances in the Scottsdale office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Sam started working with what is now Goldman Sachs Personal Financial Management in 2017 and has been counseling clients on their finances since he joined.
Sam earned his Bachelor of Science in Finance from the University of Arizona. He has also received his board designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Sam enjoys spending his time traveling, hiking, and playing with his dog Boots.
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 financial services 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.