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Debra D

Series 63, Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Darryl R

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Darryl Richardson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 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 and high-net-worth households, 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
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Jonathan M

Series 66, Series 63

Newport Beach, CA

Goldman Sachs Wealth Services

Jonathan Mayol is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent seven years with The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Caleb P

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Caleb Patterson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses. He has one year of industry experience, including his current role at Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation options, integrating capabilities across the broader Goldman Sachs network.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Janice J

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Janice Jim is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for The Ayco Company L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services 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
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Natalia K

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kathleen S

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Kathleen Short is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering tailored solutions across various client segments through an integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Haleh H

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Haleh Homeh Behbahani is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and joined Goldman Sachs in 2026. Prior to her current role, she gained experience through various positions, including roles at George Washington University. 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 employs strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to support its advisory teams.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Maria B

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Maria Beisser is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked in campus recreation at the University of North Carolina. 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 supported by strategic allocation models and manager selections, with access to specialized programs and alternative investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Brody D

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sandra C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Sandra Castro is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. She has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions across multiple client segments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Cameron H

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Cameron Hebert is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied from 2018 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary and third-party analytics.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Konstantinos S

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Konstantinos Selk Anagnos is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2026 and previously worked at BackFund Venture Capital and Harbor Bay Club. He also has a longstanding affiliation with the University of San Diego. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored advisory solutions supported by strategic allocation models, manager selections, and a range of implementation platforms, leveraging resources across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kevin F

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Kevin Fryc is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 license and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, Ernst & Young, LLP, and Cohnreznick LLP. His background includes roles in both financial services and accounting. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management through personalized strategies and access to resources across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Joseph C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Joseph Colianni Jr. is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Robert Baird & Co. and various roles outside the financial industry, including positions at the American University of Rome and community organizations. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services 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
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Mathew L

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Mathew Lee is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2018 and previously spent 13 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers integrated services through a large financial group with specialized programs such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ryan J

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse positions such as a brief tenure with Villarreal CF and several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, 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
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Charles G

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Charles Garin is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Tong Z

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Tong Zheng is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs Ayco in 2021, Zheng worked at Sterling Bank & Trust from 2018 to 2021 and attended the University of California, Davis. Outside of advisory work, Zheng serves as a real estate broker for Harvest Realty Development, Inc., providing brokerage services on a limited basis. Goldman Sachs Wealth Services offers 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 combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sophie K

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Sophie Kempf is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Farmers and Merchants Bank of Long Beach and engaged in academic roles at the University of Southern California and Jserra Catholic High School. 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 offers tailored wealth management solutions and leverages centralized investment resources and affiliated teams to implement portfolios across a range of strategies.

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