Robert
Bush
Goldman Sachs Personal Financial Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Bush is a financial advisor operating in Paradise Valley, Arizona with 8 years of relevant experience. Bush is currently employed by Goldman Sachs Personal Financial Management. Over the course of their career, Bush has held roles at Eric Forecasting Publication, Capital Investment Counsel and United Capital Financial Advisers, LLC. Bush maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona and Colorado. Goldman Sachs Personal Financial Management is a financial advisory business operating out of Newport Beach, CA. It has offices in 87 locations and a total of 727 financial advisors. It oversees $13 billion in total assets among its 82,991 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 153 charities and foundations. Of its 82,991 customer accounts, 17% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually are based on which services the firm provides the client. However, fee types billed by Goldman Sachs Personal Financial Management can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Robert Bush Work History
Robert has been registered as a financial advisor for 8 years.*
United Capital Financial Advisers, LLC
Eric Forecasting Publication
Capital Investment Counsel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Bush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Personal Financial Management
Fort Lauderdale, FL
Newport Beach, CA
Reno, NV
New York, NY
Carnegie, PA
Bethesda, MD
Westport, CT
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
