Mark Ulicny, CFP®Associate, Wealth Advisor, Bethesda North
Mark Ulicny, Bethesda North, is responsible for meeting with clients to understand their financial goals and concerns, and creating tailored plans to help them gain financial control at the Bethesda - North and McLean offices of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Prior to joining what is now Goldman Sachs Personal Financial Management, Mark was a Financial Representative with New England Financial, a large insurance and investment advisory firm (a financial advisory branch of New England Securities).
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with concentrations in investment management, retirement planning, risk management and estate planning. Mark also earned a Bachelor in International Relations from Bucknell University, and is an active member of the local Financial Planning Association and National Association of Insurance and Financial Advisors chapters.
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.