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 fina...
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: "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. We're 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/
Founded Year
2005
Organization Website
unitedcp.com
Organization Languages
English
Organization Revenue
159200
Current Technologies
salesforce
exacttarget
gmail
pardot
google apps
amazon aws
facebook conversion tracking
hubspot
react js library
apache
doubleclick conversion
adobe edge
facebook web custom audiences
google dynamic remarketing
google font api
vimeo
zencoder
linkedin display ads formerly bizo
google maps non paid users
facebook widget
twitter advertising
google tag manager
mobile friendly
doubleclick
google maps
hotjar
google adwords conversion
facebook login
google analytics
typekit
Job Functions
Operations
Administrative
Finance
Business Development
Marketing
Consulting
Accounting
Support
Human Resources
Sales
Engineering
Entrepreneurship
Product Management
Media And Commmunication
financial planning
financial life management
investment management
insurance
growth strategies
wealth management
wealth planning
acquistions
investments
wealth counseling
personal cfo
finance
financial services
consulting
advice
Casey Haddock's Work History and Education
United Capital Financial Advisers, LLC
Csr
Present
Colleagues at
United Capital Financial Advisers Llc