Neal Slafsky

Neal Slafsky is a seasoned financial services professional with extensive experience in wealth management and financial planning. Currently serving as Managing Director and Head of Office at Osaic since October 2023, Neal also holds the position of Vice President and Head of Office at Goldman Sachs Personal Financial Management, where Neal has been since July 2019 after the acquisition of United Capital Financial Partners, Inc. Previously, Neal was a Managing Director at United Capital Financial Partners from July 2009 to July 2019 and worked as a Registered Representative at Girard Securities from July 2009 to April 2020. Neal founded Capital Planning in 1997 and served as President until 2009, providing boutique wealth management services. Earlier in the career, Neal was the Regional Director of Financial Planning and an Assistant Vice President for Long Term Care Insurance at Lincoln Financial Group. Neal holds a Bachelor of Science degree in Finance and Financial Management Services from Babson College.