Manuel Gonzalez
Associate | Relationship Manager
Manuel Gonzalez is a dedicated professional in the financial services industry, currently serving clients at The Bethesda Group. He acts as a liaison between clients and advisors, and is responsible for a broad spectrum of tasks including client meeting coordination, data management, investment and retirement planning, and addressing client needs as they arise.
Manuel has been active in the financial services sector since 2017. Prior to joining Prime Capital Financial, he was part of the Asset & Wealth Management team at Goldman Sachs Personal Financial Management in North Bethesda. At Goldman Sachs, he specialized in client relationship management, planning client meetings, interfacing with custodians, and fulfilling additional client service requests. He also served as a senior cash management associate at TD Ameritrade before being promoted to relationship manager, where he supported high-net-worth advisory firms with custodian services, account management, cash handling, asset transfers, and risk management.
Manuel holds a bachelor’s degree in business management economics from the University of California, Santa Cruz, where the mascot is the Banana Slug, and an associate’s degree in accounting from Southwestern College. He has a strong foundation in financial principles and a deep understanding of the industry.
Originally from San Diego, California, and raised in Tijuana, Mexico, Manuel is an avid outdoor enthusiast. He also enjoys video games with immersive storylines and exploring new, unique food delicacies in his community.
Life Transitions
We Can Help You With
Getting Ready to Retire Loss of a Spouse New Child or Grandchild Inheriting Money Going Through a Divorce
Navigating life transitions can be challenging, especially when emotions run high and financial decisions must be made. During these pivotal moments, understanding your options is crucial. We recognize the financial and emotional factors at play and are committed to guiding you through every step of the process. Your concerns are our top priority, and we’re here to provide the clarity and support you need to move forward with confidence.
The Process Includes:
Initial Consultation
- Discuss financial and personal goals
- Review details of financial choices currently in place
- Discuss how we work with our clients and the services we offer
- Discuss any to-do’s
- Schedule next meeting date
Second Meeting (Data Gathering)
- Review all documents gathered from client checklist
- Identify inefficiencies, weaknesses and missing pieces
- Discover and prioritize your short and long-term goals and objectives
- Discuss any to-do’s
Third Meeting (Solution Presentation)
- Review our detailed analysis
- Discuss options and strategies
- Review/address any unanswered questions/concerns
- Begin implementation of new plan
The New Client Process
As a new client, when you begin working with The Bethesda Group’s team of advisors, we go through an in-depth process to get to know you, your family, your situation, and your personal financial objectives. There is a lot of information that we gather in order to do a thorough analysis and develop your custom plan to help you achieve your life ambitions.
The Bethesda Group Team
Our team members serving you at our office, located just outside the nation’s capital, each bring unique accreditations, backgrounds, focus areas, and experiences, which they use collaboratively to help our clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
