Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $16 billion in assets under management.
A financial adviser should help you answer the most important questions: ñAm I OK?î and ñCan I live the life I want?î That philosophy inspired us to create United Capital „ and itÍs what continues to drive us today. Our Financial Life Management approach goes beyond traditional financial planning and investment management by incorporating your ideal life to give you complete clarity, confidence and control in your financial life.
WeÍre here to improve peopleÍs lives by bringing truth, understanding and discipline to the financial choices they make every day. WeÍve created simple, yet powerful tools and processes to uncover the ñwhyî behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals „ not just your financial goals.
DISCLOSURES: http://www.unitedcp.com/site-disclosures/
- Company Name:United Capital Financial Advisers, Llc
(View Trends)
-
Headquarters: (View Map)Newport Beach, CA, United States
-
Financial Services
-
500 - 1,000 employees
- 1727711 Global Rank
- 365283 United States
-
Direct54.06%
-
Search32.55%
-
Mail9.38%
-
Social3.19%
-
Referrals0.81%
-
Display0.00%
- United States 95.0%
- Mutual Funds
- Fund Families
- 100 Downloads
- 10 SDKs
- 5.0 Avg. Rating
- 1 Total reviews
- App Url: https://play.google.com/store/apps/details?id=com.spreaker.custom.prod.app_12469
- App Support: http://www.spreaker.com/user/onthemoney
- Genre: finance
- Bundle ID: com.spreaker.custom.prod.app_12469
- App Size: 3.96 M
- Version: 6004
- Release Date: April 30th, 2014
- Update Date: July 13th, 2015
Description:
As Heard on NPR stations across the Nation.
"On The Money!" with Steven L. Pomeranz, CFP® features market commentaries and insights, as well as interviews with many experienced and well known guests from all corners of the investment world covering personal finance, investing, markets, taxes, real estate, tech stocks & news and economic trends in an NPR educational/informational format.
-
Native0.00%
-
Standard100.00%