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

3.3More
StateClosed
TypeSubsidiary
Parent CompanyGoldman Sachs
HQNewport Beach, CA, US
Founded2005
Websiteunitedcp.com
Cybersecurity ratingBMore
United Capital Financial Advisers was founded in 2005 and is headquartered in Newport Beach, CA, US

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Key People/Management at United Capital Financial Advisers

Jorge Bernal

Jorge Bernal

Managing Director
Joe Duran

Joe Duran

Managing Director, Head of Personal Financial Management
Michael Miller

Michael Miller

Vice President
Mike Capelle

Mike Capelle

Managing Director
Don Powers

Don Powers

Vice President
Gary Roth

Gary Roth

Managing Director
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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, CA, US (HQ)
620 Newport Center Dr #500
Albuquerque, NM, US
100 Sun Ave NE Suite 650
Albuquerque, NM, US
6565 Americas Pkwy #810
Alpharetta, GA, US
2325 Lakeview Pkwy #175
Anderson, SC, US
2202 N Main St
Ann Arbor, MI, 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 Cybersecurity Score

Cybersecurity ratingPremium dataset

B

86/100

SecurityScorecard logo

United Capital Financial Advisers Online and Social Media Presence

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United Capital Financial Advisers Blogs

The Life-Changing Value of Mentorship

In honor of Women’s History Month this March, I have been asked to write a few words about my personal career path and those individuals who helped to inspire and guide me along the way. For some of us, having an influential mentor early in life is crucial to career success and that certainly was...…

Market Commentary: “Markets Can Overreact in the Short Term”

“Wall Street indexes have predicted nine of the past five recessions.” Paul Samuelson, 1966 The quote from Paul Samuelson may have been written over 50 years ago, but remains just as relevant today. The world-renowned economist and Nobel Prize winner reminds us that markets can overreact in the shor…

Real-Life Consequences of Insurance Protection

As some people may know, I live in Florida, the Sunshine State, and like most residents here, I take reasonable precautions to protect myself from the sun’s damaging effects. More than reasonable, my husband would say. When we go to the beach, I’m the one who is wearing unflattering long-sleeved shi…

The One Question Joe Duran Lives By

Joe Duran, Founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate, yet he shares how authenticity will always trump strength. Joe Duran sat down with Real Vision’s Brian Price to offer his perspective on ways to overcome doubt and…

Estate Planning: What and When to Communicate With Your Beneficiaries

When developing your estate plan, the first step should be identifying what your goals are, beginning with how much, and who you’d like the beneficiaries of those assets to be. After you’ve quantified your goal and designed a tax efficient distribution plan with your estate planning attorney, the ne…

Signs the Economy May Slow – But Not Necessarily Go Into Reverse

We do know from various data that the economy is slowing, especially globally. The IMF downgraded its growth estimates globally, and individually for most regions, including Europe and emerging markets. Forecasts for China and the U.S. were unchanged, but that is from previously-downgraded forecasts…
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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 Jorge Bernal, Joe Duran and Michael Miller.

  • How many employees does United Capital Financial Advisers have?

    United Capital Financial Advisers has 477 employees.

  • Who are United Capital Financial Advisers competitors?

    Competitors of United Capital Financial Advisers include E-L Financial, Sindhuja Microcredit and Netwealth.

  • 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.