United Capital Financial Advisers, Llc
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/
Financial Services
500 - 1,000
Newport Beach, CA, United States
About

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/

Site Traffic
  • 1727711 Global Rank
  • 365283
    United States
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Global Rank 388,914
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United States Rank 88,122
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Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 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.

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They are headquartered at Newport Beach, CA, United States, and have 5 advertising & marketing contacts listed on Kochava. United Capital Financial Advisers, Llc works with Advertising technology companies such as DoubleClick.Net, Facebook Custom Audiences, Twitter Ads, Google Remarketing, LinkedIn Ads, Bizo, AppNexus, DoubleClick Bid Manager, Pubmatic, Rubicon Project, adingo, ExactTarget, Yahoo Small Business.