Newport Beach, CA Macarthur Blvd Office

Phillip Giese is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lauren Lee is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Prior to joining Goldman Sachs in 2018, she worked at The Ayco Company, L.P./Mercer Allied and Precision Wealth. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and a range of proprietary tools, leveraging the broader Goldman Sachs platform to provide tailored advisory solutions.

Emmett Clancy is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 17-year tenure at Ayco Company, L.P. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Francisco Sherren 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 eight 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 a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored 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.

Greg Lu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using proprietary research and a broad ecosystem of affiliated Goldman Sachs entities, offering clients diverse fee structures and operational tools.

John Hart is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously was employed at The Ayco Company, L.P./Mercer Allied and River View Golf Course. 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.

Steven Abraham is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has 12 years of industry experience, including seven years at The AYCO Company, L.P./Mercer Allied, followed by five years at Goldman Sachs. Goldman Sachs Wealth Services supports a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, external manager selections, and various implementation platforms, integrating resources across Goldman Sachs affiliates to provide comprehensive wealth management solutions.

Christian Valdez is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before joining Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutional investors. The firm offers customized investment strategies supported by proprietary research, alternative investment access, and integrated resources across the Goldman Sachs platform.

Hyungjun Kim is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Atticus Capital LLC. Outside of finance, he has been involved with community and educational organizations such as Unity for Equality and the National STEM Honor Society. 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 utilizes strategic and tactical allocation models and offers access to a broad range of financial services through the broader Goldman Sachs ecosystem.

Alexander Powell is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Goldman Sachs since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2021. 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 offers tailored wealth solutions and integrates centralized investment resources with a range of discretionary and non-discretionary management options.

Ryan Barlow is a Series 66-registered advisor with Goldman Sachs Wealth Services and has one year of industry experience. He has held prior roles at Goldman Sachs & Co. LLC and has experience with Serendipity Garden Weddings and CEO Advisor. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm tailors investment strategies using proprietary research and offers access to specialized programs such as Private Family Office services, Executive Wealth programs, and Alternative Investments.

Rachelle Fragnito Dufault is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and bringing 28 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 years with 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 and institutional clients. The firm utilizes centralized investment resources and integrated solutions across affiliated entities to deliver tailored wealth management services.

Christine Kapp is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. She worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 18 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, integrating resources from across the Goldman Sachs ecosystem and employing advanced analytical tools and strategic allocation models.

Charles Kerprich is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and currently has one year of industry experience. His background includes roles at Goldman Sachs & Co. LLC and involvement with organizations such as Upper Dublin Parks & Recreation, Rolling Green Golf Club, and The 1912 Club. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, delivering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary analytics across its advisory teams, leveraging the broader Goldman Sachs ecosystem to offer a wide range of services and investment solutions.

Jess Esposito is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Goldman Sachs in 2021, Jess worked for 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group that offers a range of specialized programs and cross-affiliate products.