Pfm jason - Vice President

Jason Gordo

Managing Director

In addition to serving as a Managing Director, Jason Gordo serves as the marketplace spokesperson and client experience expert for Goldman Sachs Personal Financial Management.

A proven entrepreneur, investor, author, and industry speaker, Jason was previously the founder of Valley Wealth, Inc., an investment advisory firm that served the needs of high-net-worth clients, endowments, foundations, and corporate retirement plans.

Jason received his undergraduate degree in Business Management and then earned a Master’s degree in Organizational Leadership from Gonzaga University.

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.

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