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    Christine Kapp

    Vice President at Goldman Sachs Ayco Personal Financial Management

    Christine Kapp is a seasoned financial planning professional with over 20 years of experience in delivering tailored financial, tax, estate planning, investment, risk management, retirement, and benefits advice to Ultra-High Net Worth (UHNW) clients and their families.

    She is a FINRA Registered Securities Representative, holding Series 7 & 66 certifications, showcasing her expertise in securities and investment management.

    Additionally, Christine Kapp served as an Internal Revenue Service Enrolled Agent (EA) from June 2007 to 2017, demonstrating her proficiency in tax matters and further solidifying her credibility in financial planning.

    Her academic background includes a Bachelor of Arts (B.A.) in Economics from UC Irvine, providing her with a strong foundation in economic principles that she applies to her financial planning strategies.

    Prior to her current role, Christine Kapp worked as a Financial Counselor at Goldman Sachs Ayco Personal Financial Management, where she honed her skills in providing comprehensive financial guidance to clients.

    With a wealth of experience and a diverse skill set, Christine Kapp is well-equipped to address the complex financial needs of high-net-worth individuals and their families.

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    Location

    Orange County, California, United States