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Caryn Westman Email
Founder/SVP/Corporate Secretary/Assistant Corporate Secretary . United Capital Financial Advisers
Newport Beach, CA
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Employees:
197Revenue:
$28.2MAbout
Founded in 2005 by Joe Duran, United Capital is the largest Financial Life Management Company and a Registered Investment Adviser (RIA) with 85+ offices nationwide, 650+ employees and over $21B in assets under management as of December 31, 2017. The company offers a breakthrough dynamic client experience, and proprietary digital tools that goes beyond conventional financial planning and investment management. A financial adviser should help you answer the most important questions: Am I OK and Can I live the life I want That philosophy inspired us to create United Capital and it's 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. Were here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day. We've created simple, yet powerful tools and processes to uncover the why 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/United Capital Financial Advisers Address
620 Newport Center DriveNewport Beach, CA
United States