Ronald E. FloydVice President, Head Of Office, Carlsbad
Ron Floyd, Carlsbad, primarily focuses on personal financial analysis and strategic planning for clients at the Carlsbad, CA office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
Over four decades of working with a wide range of clients has taught Ron a lot. Ron believes that while fact-based information is an essential foundation for financial planning, it is the understanding of the individual human factor necessary to helping clients live the life they want.
Ron holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He earned his Bachelor of Science in Business Administration degree from the University of Redlands, Redlands, CA.
Ron is an avid sailor and enjoys coastal cruising and some local racing of their 41-foot sloop. He enjoys exercising and staying fit, as well as the occasional round of golf.
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.