Jacob Loosle, CFP®Associate, Wealth Manager, Los Altos
Jacob Loosle, Los Altos, focuses on taking a holistic approach when helping clients manage their wealth at the Silicon Valley office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. This method allows him to consider all the unique aspects of his clients’ financial lives and provide plans that meet their goals.
Jacob began his career in the financial services industry at Bedrock Capital Management, which eventually became part of United Capital. In 2019, United Capital became what is now known as Goldman Sachs Personal Financial Management. His previous employment history includes a variety of experience working with people. He previously held positions in sales and customer services for an online lender.
Jacob is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a graduate of the Jon M. Huntsman School of Business at Utah State University, where he earned a Bachelor’s degree in Accounting and minored in Personal Financial Planning.
A transplant to Silicon Valley, Jacob grew up in Logan, Utah. Most of his free time is spent playing basketball and tennis, traveling and spending time with his wife and daughter. He also loves supporting his favorite sports team, the Golden State Warriors.
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.