Jason Gordo is vice president and Head of Client Experience and Strategic Partnerships at Goldman Sachs Personal Financial Management. Jason joined United Capital in 2014 and was previously the western head of FinLife partners. In 2019, he became a vice president at Goldman Sachs.

Before joining United Capital, Jason was the CEO of FlexScore.com, which United Capital acquired in 2015. Jason was also the founder of Valley Wealth, Inc., an investment advisory firm that he ran from 2008 to 2014. From 2001 to 2008, Jason was a financial advisor at Smith Barney as Senior VP of Investments.

Jason earned his bachelor’s degree in Business Management and a master’s degree in Organizational Leadership from Gonzaga University. He also holds industry credentials from the College for Financial Planning (CRPS®) and the Center for Fiduciary Studies (AIF®).