Jordan Stefanov

Jordan Stefanov

Associate, Walnut Creek

Jordan Stefanov, Walnut Creek, handles the day-to-day operations and helps make sure the team operates efficiently and effectively at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.

Jordan Stefanov graduated from the Kelley School of Business at Indiana University in Bloomington in 2012. Upon graduation, he gained experience in the financial industry by working with multiple insurance companies to help provide solutions for clients. During his career, he has always had a client-driven focus.

Apart from working, Jordan is a highly competitive racquetball player; he is always up for a challenge even away from the racquetball court. He also enjoys sports and loves to travel. When he has the time, he enjoys watching his favorite teams, the Colts and Pacers.

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., member FINRA/SIPC. GS&Co. 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.

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