Chahati LancasterAssociate, Torrey Pines
Chahati Lancaster, Torrey Pines, is responsible for coordinating the firm's systems and client services to elevate the client experience and keep processes running efficiently for the office. She also focuses on providing financial planning support and facilitating relationships between clients and advisors in the San Diego office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Through financial planning and investing, Chahati strives to help clients maximize their resources and their impact today and for many years to come.
Prior to joining the team, Chahati worked at a boutique financial planning and wealth management firm. She graduated from Occidental College in Los Angeles with a degree in Psychology before attaining her Master's of Business Administration and Organizational Change from Hawaii Pacific University.
Chahati and her husband live in San Diego with their son. As a prior naval family, time together is spent near the water, enjoying the beach at La Jolla Shores, and watching the PGA Tournament at Torrey Pines Golf Course.
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.