Chris Battreall, CFP®Vice President, Head Of Office, Bend
Chris Battreall, Bend, assists clients with personal financial planning, including investment advisory services and retirement, education, and estate planning in the Modesto office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Chris joined what is now Goldman Sachs Personal Financial Management in 2005, working out of the Bethesda, Maryland, office. He and his wife, Beth, relocated to Modesto in early 2008. He began his career with John Hancock Financial Services in 1999 and spent three years with New York Life as he transitioned into financial planning full-time.
Chris received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in early 2006. He was born and raised in Indianapolis and graduated from Miami University in Oxford, Ohio. With degrees in Economics and Political Science and has spent his entire career in the financial services industry.
Chris enjoys sports, exercise, and living on the west coast with its beautiful mountains, valleys, and beaches. Reading and spending time with friends, his wife and young dog Winnie is how he uses his free time.
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.