Kimberly (Jing) Zheng, CFP®Associate, Wealth Manager, Great Falls
Kimberly Zheng, Great Falls, is responsible for developing and implementing financial plans and strategies at the Great Falls office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. She is passionate about helping clients achieve fulfilling lives through a holistic financial life management.
Kimberly joined the Great Falls office in 2019. Prior to Goldman Sachs, she worked in corporate finance and had experience of working with both private and public companies in the U.S. and the Greater China region.
She earned her Bachelor's degree in Business Administration from the Hong Kong University of Science and Technology and received her MBA from the University of California, Los Angeles. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Having grown up in China, Kimberly is fluent in Mandarin and Cantonese. Kimberly moved from Hong Kong to Los Angeles in 2013 and now lives in Virginia with her husband and son. During her free time, she enjoys yoga, reading and traveling.
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.