Joel Shaps

Joel Shaps, CFP®

Vice President, Co-Head Of Office, Menlo Park

Joel Shaps, Menlo Park, partners with the other Co-Heads in the office to steward operations, client relations, business development and strategic planning at the Silicon Valley office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. With more than 40 years of experience in client service, enterprise management, mergers and acquisitions, Joel is a knowledgeable resource for both his staff and clients.

Prior to joining what is now Goldman Sachs Personal Finance Management, Joel purchased Bedrock Capital Management in 2001. In 2015, Bedrock joined United Capital Financial Advisers as its office in Silicon Valley.

Joel holds a Bachelor of Arts degree from the University of Pennsylvania and has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He is also a professional member of the Financial Planning Association (FPA).

Joel lives in San Diego with his wife, Sally, who was his high school sweetheart. When they’re not spending time outdoors or entertaining, traveling or sipping fine wine they are enjoying their two grandchildren.

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.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.