Stacey Lau Zwicker, CPAVice President, Head Of Office, Shorelines
Stacey Lau Zwicker, Shorelines, focuses on delivering financial advice to help clients understand and navigate how life and money intersect at the Mill Valley office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Money is personal. Stacey’s approach to wealth management comes from a depth of life experience; delivered in a very personal way, providing clients a simplified financial picture with the education to empower informed financial decisions and the confidence to live the life they want..
Stacey brings over 30 years of broad-based experience in the financial services industry to her role as a wealth advisor. The breadth of her experience ranges from advising small businesses on how to set up their accounting systems to executing institutional real estate transactions.
Stacey earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Finance from San Francisco State University. She is also a Certified Public Accountant.
Stacey is a former member of the Board of Directors of Summer Search San Francisco, Town School for Boys, Kids' Turn, Yerba Buena Center for the Arts and the Hawaii Chamber of Commerce of Northern California (“HCCNC”). She also served as the founding President of the HCCNC Foundation.
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.