Seth Goldberg, CFP®Vice President, Senior Wealth Advisor, Scottsdale
Seth Goldberg, Scottsdale, counsels clients on investment opportunities, in alignment with each client's needs, goals and tolerance for risk, at the Scottsdale - North office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. For almost 30 years, he has been providing clients with investment management and consulting services ranging from financial and retirement planning to estate planning and portfolio management. Seth focuses primarily on creating strategies to help his clients achieve and maintain financial independence.
He began his career as a Financial Advisor in 1986 with IDS/American Express. Since that time, Seth has worked for various financial institutions, including The Acacia Group and SagePoint Financial.
He earned his Bachelor of Science in Marketing from the University of Arizona and his MBA with an emphasis on Finance from Arizona State University. Seth also received his board designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College for Financial Planning and is an active member of the Financial Planning Association.
Seth and his wife Roz have two sons, Jeremy and Jacob. He enjoys the Arizona outdoors, traveling around the world and spending time with his family. Seth has also been involved in a number of charitable organizations.
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.