Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Andrew C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Andrew Corral is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has four years of industry experience, including prior work at Reed Electric and Field Services. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates its advisory services within the broader Goldman Sachs ecosystem, utilizing strategic allocation models, tax-aware techniques, and access to alternative investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Juhi B

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Juhi Bhuwalka is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, she gained experience at Starbucks and worked in hospitality and education roles. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Carlos N

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Carlos Navarro is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Monmouth University. He also previously operated Cesar's Window Cleaning Service. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, strategic allocations, and an extensive affiliated network within the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Eric M

Series 66

Irving, TX

Goldman Sachs Wealth Services

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Francis F

CFP®, Series 63, Series 65

Deerfield, IL

Goldman Sachs Wealth Services

Francis Fazio III is a CFP® professional with 25 years of industry experience, currently advising at Goldman Sachs Wealth Services. His prior experience includes roles at The AYCO Company, L.P./Mercer Allied and Bouchey Financial Group. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized services such as Private Family Office programs and Financial Wellness initiatives, leveraging its integration within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Stephen P

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Stephen Pinckney is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with various affiliated entities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Cole A

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Cole Arendsen is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Oakworth Capital Bank and Omnimax International. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages integrated resources across Goldman Sachs affiliates to deliver tailored strategies, employing advanced analytics and a range of fee structures.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Varunavi S

Series 66

Irving, TX

Goldman Sachs Wealth Services

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Colin H

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Colin Hughes is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing nine years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2021. Outside of his advisory role, he is a co-owner and general manager of Mochalisa's Caffe, a coffee company based in Clifton Park, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Qheliswa S

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Qheliswa Simelane is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and three years of industry experience. Her career includes multiple roles at Goldman Sachs and prior positions at Chicago Catholic Charities and in education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm employs tailored allocation models and manager selections supported by proprietary and third-party research, and offers a wide range of services and platforms integrated within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Lila P

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Allison C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Allison Chema is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. She has been with Ayco, a Goldman Sachs Company, since 2019. Her prior roles include positions related to education and student housing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies, offering tailored solutions such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Athena T

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Athena Trapalis is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Finian K

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with proprietary and third-party analytics, offering a variety of fee arrangements and platforms within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Michelle N

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

Michelle Nguyen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019, following a year at Ernst & Young. Goldman Sachs Wealth Services advises a diverse client base—including individual investors, corporate participants, executives, and institutional clients—offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Tiffany G

Series 66, Series 63

Atlanta, GA

Goldman Sachs Wealth Services

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Goldman Sachs since 2023. Her prior experience includes roles at Liberty University School of Law, LexisNexis, and The Vanguard Group. Goldman Sachs Wealth Services serves a diverse client base, offering financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm integrates proprietary research, strategic allocation models, and broad capabilities across affiliated Goldman Sachs entities to tailor client solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Travis P

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Daniel C

Series 66

Miami, FL

Goldman Sachs Wealth Services

Daniel Corazon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience including roles at Total View Advisors and US Century Bank, as well as academic involvement at the University of Florida. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs a range of strategic allocation models and manager selections, supported by proprietary analytics, and leverages affiliated Goldman Sachs entities to offer a broad suite of advisory services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Mark D

Series 66

Denver, CO

Goldman Sachs Wealth Services

Mark Delucia is a financial advisor with Goldman Sachs Wealth Services in Denver, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining Goldman Sachs in 2018, he worked for The AYCO Company, L.P./Mercer Allied from 2011 to 2018. He serves on the advisory board of Jewish Vocational Services, a nonprofit focused on employment skills development for young adults. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, institutions, and corporate participants. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored wealth solutions integrated across its broader financial services network.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Tyler S

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Tyler Street is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His career history includes roles at Goldman Sachs, London Mutual Credit Union, Amazon, Marist College, Doordash, and Pasa Alta Manor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management using strategic allocation models and manager selections, with access to specialized programs and alternative investments through its integration with the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)