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    Maegan Warehouse Puleo, CFP®

    Private Wealth Advisor at Goldman Sachs

    Maegan Warehouse Puleo is a highly-regarded wealth management advisor specializing in serving high net worth individuals, families, and organizations.

    With over a decade of experience in financial advisory roles, Maegan has a proven track record of providing tailored wealth management solutions to her clients.

    Maegan began her career as an Associate Financial Advisor at American Express Financial Advisors, where she honed her skills in creating customized financial plans for individuals and families.

    She then transitioned to a significant role at Goldman Sachs as the Vice President of Private Wealth Management, further solidifying her expertise in the field.

    Maegan holds a B.A. in Linguistics and Spanish from UCLA, graduating magna cum laude and as a member of Phi Beta Kappa, showcasing her academic excellence.

    She also completed a Certificate in Personal Financial Planning from the University of California, Berkeley, enhancing her professional qualifications.

    Her educational journey includes studying at Universidad de Salamanca and Campolindo High School, where she laid the foundation for her successful career in wealth management.

    Through her various professional experiences and academic achievements, Maegan Warehouse Puleo has established herself as a trusted advisor and expert in wealth management.

    Maegan Warehouse Puleo, CFP®
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    Location

    San Francisco, California, United States