United Capital Financial Advisers

United Capital is a wealth counseling company assisting clients to achieve empowerment over their financial aspirations. The Company aims to improve people’s lives by bringing truth, understanding, and discipline to the financial choices they make every day. 

Employee Rating

3.4More
TypeSubsidiary
Parent CompanyGoldman Sachs
HQNewport Beach, US
Founded2005
Websiteunitedcp.com
United Capital Financial Advisers was founded in 2005 and is headquartered in Newport Beach, US

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Key People/Management at United Capital Financial Advisers

Joe Duran

Joe Duran

Founder & CEO
Jorge Bernal

Jorge Bernal

COO
Mike Capelle

Mike Capelle

Chief Platform Officer
Jon Frojen

Jon Frojen

CFO
Gary Roth

Gary Roth

Chief Business Officer, EVP
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United Capital Financial Advisers Office Locations

United Capital Financial Advisers has offices in Newport Beach, Albuquerque, Alpharetta, Anderson and in 52 other locations
Newport Beach, US (HQ)
620 Newport Center Dr #500
Albuquerque, US
100 Sun Ave NE Suite 650
Albuquerque, US
6565 Americas Pkwy #810
Alpharetta, US
2325 Lakeview Pkwy #175
Anderson, US
2202 N Main St
Ann Arbor, US
5340 Plymouth Rd #107
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United Capital Financial Advisers Financials and Metrics

Summary Metrics

Founding Date

2005

Total Funding

$38 m

Investors

In total, United Capital Financial Advisers had raised $38 m. United Capital Financial Advisers is a subsidiary of Goldman Sachs

United Capital Financial Advisers Online and Social Media Presence

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United Capital Financial Advisers Blogs

5 No-Brainers to Maintain Good Credit

Your credit score is a lot like your blood pressure. It’s an easy way for a lender to measure your financial health. And sometimes, even if you have good income and a good balance sheet, you can still have dings on your credit. According to a recent survey by the Consumer Federation of America, more…

Market Outlook for 2019: Stay Focused on the Long Term

United Capital’s Chief Investment Officer, Kara Murphy, talks about where the markets are headed in 2019 and the importance of staying focused on the long term. The markets have been quite choppy lately and it can feel distressing to see markets swing from one quarter to the next. It is more importa…

When Introspection Intersects with Investing

Joe Duran, Founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate. His perspective on the markets and what today’s investor views as valuable has contributed to the growth of a firm focused on client experience. Specifically, Joe …

Joe Duran Says This Factor is Today’s Biggest Market Threat

Joe Duran, Founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate. His perspective on the markets and what today’s investor views as valuable has contributed to the growth of a firm focused on client experience. Specifically, Joe …

Sprint to Meet Year-End Tax Deadlines

It’s officially the season for making a list and checking it twice—but the list that we’ve got for you today is your year-end tax deadlines. This is the first year that the new 2018 tax changes are in effect, so some of these financial actions may be more important for your family’s tax situation th…

Managing Healthcare Expenses in Retirement

How we fund our healthcare expenses in retirement is so important and they are among the biggest decisions we’ll ever make. Unfortunately, these decisions are often made without much education or guidance in the matter. Most of us spend our working lives with health insurance secured through our emp…
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United Capital Financial Advisers Frequently Asked Questions

  • When was United Capital Financial Advisers founded?

    United Capital Financial Advisers was founded in 2005.

  • Who are United Capital Financial Advisers key executives?

    United Capital Financial Advisers's key executives are Joe Duran, Jorge Bernal and Mike Capelle.

  • Who are United Capital Financial Advisers competitors?

    Competitors of United Capital Financial Advisers include Netwealth, Clearview Wealth and Export Development Canada.

  • Where is United Capital Financial Advisers headquarters?

    United Capital Financial Advisers headquarters is located at 620 Newport Center Dr #500, Newport Beach.

  • Where are United Capital Financial Advisers offices?

    United Capital Financial Advisers has offices in Newport Beach, Albuquerque, Alpharetta, Anderson and in 52 other locations.

  • How many offices does United Capital Financial Advisers have?

    United Capital Financial Advisers has 59 offices.