Brian Oberle, CFP®Vice President, Senior Wealth Manager, Bethesda Metro Center
Brian Oberle, Bethesda Metro Center, primarily focuses on working with clients to provide clarity, confidence and control around their investment decisions at the Bethesda office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He works on a team to help clients with personal financial planning, including investment management, asset allocation, risk management and estate planning consulting. His goal is to help his clients improve their overall quality of life by freeing them to focus on the things they enjoy and to spend less time worrying about their money.
Previously, Brian began his career in financial services working as an Adviser with American Express Financial Services. He then went on to work for the Charles Schwab Corporation for more than 20 years, first as an Investment Specialist in the Arlington, VA office, and eventually as a Regional Director for Advisory Solutions.
Brian graduated with a Bachelor’s of Science in Economics from George Mason University in Fairfax, VA and holds the CFP® certification.
Outside the office, Brian enjoys traveling and outdoor activities with his wife, Caroline, and three young children. He has spent time coaching youth baseball and basketball in the local community for the last five years.
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.