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CEO's Market Update

Read the latest perspective on the
US market from Joe Duran, CEO of United Capital Financial Advisers, Inc.

Riding Out the Storm. After a tough close to the end of last year, the market turbulence continued into this year. The first quarter of 2008 proved to be one of the worst starts to a year in almost seventy-five years. From a historical perspective, what transpired in the markets was quite unusual. Last quarter will not only be remembered by the magnitude of the decline itself, but also by how broad in nature the decline was, affecting many various types of investments around the globe. There was nowhere to hide, expect in a few select areas .. » read more

Complete financial control is achieved by balancing your personal aspirations and the realities of your current finances.  United Capital works with you to help identify, reassess and appropriately respond to life events using:

  • Knowledge
  • Discipline
  • Adaptability

Delivering Complete Financial Control

Based in Newport Beach, California, United Capital Financial Advisers is comprised of certified financial advisers and advisory firms who work together toward the common goal of providing our clients with enduring control over their finances to deliver real and lasting comfort. We achieve this by providing objective, event-driven financial advice focused on each client’s whole financial picture.

Our nationwide team is comprised of Certified Financial Planners™, Chartered Financial Analysts™ and advanced degreed professionals who work in concert to serve as a full-service wealth management “think tank.” The United Capital management team members offers decades of financial services industry expertise backed by proven track records and complementary experience in operations of large scale financial planning practices.

An independent, privately owned and managed firm, United Capital Financial Advisers currently has: