James Andrews, CFP®Analyst, Relationship Manager, Carlsbad
James Andrews, Carlsbad, is responsible for the day-to-day operations and client servicing needs for the Irvine office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
Prior to finding his passion for wealth management, James joined Goldman Sachs Personal Financial Management in 2015 as an analyst for Mergers & Acquisitions, where he provided support by assisting with business valuations and purchase negotiations. Following his time with the Mergers & Acquisitions team, James helped build FinLife Partners, a Fintech start-up focused on providing elevated client experience tools to financial advisors.
James holds a Bachelor of Science degree in Entrepreneurial Finance from Cal Poly Pomona. James has also earned his CERTIFIED FINANCIAL PLANNER™ designation.
James spends his off-hours playing pick-up hockey, starting (and sometimes finishing) weekend DIY projects and helping his wife keep up with their two boys.
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.