Pfm christian

Christian Yoss, CFP®

Vice President

What's your dream for the company?

My dream is for United Capital to be able to offer Financial Life Management to all those who need our help. Beyond investment management and financial planning, I want us to deliver peace of mind as we simplify the journey to financial security.

What are three words people use to describe you?

Enthusiastic, decisive, caring

When you are not working, what do you care about most?

Family, family, family—my wife and two adult children.

What's your MoneyMind®?

Commitment

With over 30 years of industry experience, Christian is Head of the Investment Management Advocate team for Goldman Sachs Personal Financial Management (PFM). As advocates for the advisory teams, they instill clarity and confidence in PFM investment solutions, empowering advisors with effective resources to improve the lives of clients.

Christian has spent his entire career working directly with Wealth Management Advisors providing coaching, mentoring, and training. He is passionate about re-imagining the future of the financial-planning industry through improved value propositions, pricing models, and digital/video interactions.

Christian holds an MBA from the University of Texas at Dallas. Additionally, he is a Certified Financial Planner™ practitioner, a Chartered Mutual Fund Counselor℠, and a Certified Employee Benefits Specialist.

Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.