Welcome to United Capital Boca Raton

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

About Our Office

We are people that care deeply about improving your world and we do the hard work to help make it happen.  It's not just about your money, it's about your life.  Our job is to have good people, a good process, and good judgment to help our clients make smarter choices.  Our culture is unlike any other firms in our industry.  We like it that way. 

We help those planning to retire, focusing on where your life meets your finances.  We assist in answering the question, “Will your money last?” and help to keep those already retired on track. Lastly, we help to simplify the complicated topics for those looking for a change.

Steve Pomeranz, CFP®, Managing Director, firmly believes his practice is built on three pillars: Competence, Caring, and Conservatism

Competence - An adviser should know his business in-and- out.

Caring - Clients’ interests always come first.

Conservatism - He believes “slow and steady wins the race”.

For over ten years, Senior Wealth Manager Craig Jaffe, CFP®, has been helping clients reach their One Best Financial Life® through his analytical skills, genuine care, and full commitment to United Capital Financial Life Management. Craig uncovers what’s important to his clients by exploring financial fears and pitfalls, always putting their priorities and concerns first.

The Steve Pomeranz Show

The Steve Pomeranz Show is a weekly financial radio show featuring our very own, Steve Pomeranz, as the host.  Airing since 2001, it reaches stations NPR and Public Radio stations nationwide.

The show educates and strives to protect listeners by providing money tips covering the entire financial spectrum. From preparing for retirement, buying and selling a home, and the insights gained from his very popular Great Investor Series, Steve keeps listeners on track to help make sound financial decisions. 

For more information visit stevepomeranz.com (Available for Podcasting)

*By clicking on the link above for The Steve Pomeranz Show, you will leave United Capital’s website and assume total responsibility and risk for your use of the site you are linking to. United Capital makes no representations as to the completeness or accuracy of the information provided. Steve Pomeranz is a Managing Director for United Capital Financial Advisers, LLC, “United Capital,” and owner of The Steve Pomeranz Show. The Steve Pomeranz Show and United Capital are separate and unrelated companies.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Steven Pomeranz
Managing Director
Craig Jaffe
Senior Wealth Adviser
Erica Stimolo
Marketing and PR Specialist
Brenda Matani
Director of Operations
Thereza Rodrigues
Intern
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Steven Pomeranz, CFP®

Managing Director

steve.pomeranz@unitedcp.com
Connect on LinkedIn

Steve, a CERTIFIED FINANCIAL PLANNER, has been serving clients in an investment advisory capacity since 1981. Prior to forming his own company, Steve worked for large Wall Street firms Morgan Stanley, Chase Manhattan and Merrill Lynch. He is  a veteran in the investment field. After becoming dissatisfied with the quality of the client experience at these firms, Steve decided to bring his own brand of Personal Wealth Management directly to clients by opening Pomeranz Financial Management Inc. in 1996.

Steve firmly believes that our service is built on three pillars: Competence, Caring and Conservatism. The element of Competence is crucial because, at a minimum, an adviser should know his business very well and be able to direct clients correctly. The element of Caring is crucial, because clients’ interests always come first for Steve and the element of Conservatism, because he understands that “slow and steady wins the race”. Steve’s commitment to help investors make the right decisions goes beyond only helping clients.

Known as “The Investor’s Advocate” who provides truthful answers so investors can make informed money decisions, Pomeranz is a fee-only investment strategist and adviser who leads the firm with a mission of “unbiased advice” to serve as independent advisers in the truest sense of the word. Always measuring the benefits of any action without regard to remuneration, Steve accepts no commissions nor does he represent any mutual fund company, money manager, brokerage firm, bank or insurance company. He does not create products to sell clients and have no financial interest in any investment they recommend.

He educates the public through his weekly radio show “The Steve Pomeranz Show” which airs on Public Radio and National Public Radio (NPR) stations across the country*. Steve's show features market commentaries and insights as well as interviews with many experienced and well known guests from all corners of the Investment world.

Worth Magazine in 2007 selected Pomeranz Financial Management as a “Top 100 Wealth Adviser**” in America and Reuters also featured his firm as “Top Adviser**” in 2008. Steve’s passion to help goes beyond assisting clients; he is active in local community as well. He serves as President of the world-class Boca Raton Symphonia, Board Member of Women In Distress, Chairman Emeritus of the Financial Planning Association and member of the Rotary Club of Boca Raton. He is a past officer and former Board President of the Habilitation Center for Boca Raton.

*The Steve Pomeranz Show and United Capital are separate and unrelated companies.
**The award is not indicative of investment performance.

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Craig Jaffe, CFP®

Senior Wealth Adviser

Craig.Jaffe@unitedcp.com
Connect on LinkedIn

For over ten years, Craig has been helping clients reach their One Best Financial Life® through his analytical skills, genuine care, and full commitment to United Capital Financial Life Management. Craig operates with the mission to find out what's important to his clients by exploring financial fears and potential pitfalls so his clients may rest assured that their concerns and priorities are first.

He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration with a major in Finance. In February of 2011, Craig obtained his CFP® certification which he uses as his foundation for providing objective analysis and advice. He also holds his FINRA Series 7 and Series 66 Licenses as well as his Florida Life and Health Insurance License.

Craig enjoys spending quality time with his family, golfing, skiing, and travelling when he can.

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Erica Stimolo

Marketing and PR Specialist

erica.stimolo@unitedcp.com
Connect on LinkedIn

Erica joined United Capital in 2014. With extensive experience in customer service, creative marketing, broadcasting and event planning, Erica brings the creative edge to this United Capital office.

Graduate of Florida Atlantic University in business management and economics, Erica applies this understanding to marketing strategies included in the nationally known weekly radio show “The Steve Pomeranz Show"

She is active in event planning and production for the arts in her community during her free time.

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Brenda Matani

Director of Operations

brenda.matani@unitedcp.com

Brenda is the Director of Operations with the United Capital Boca Raton office. She joined UC in September 2012 with 29 years of working experience in the financial industry. Her past experiences have included financial operations, office administration, trading, investment operations and compliance.

She has a sincere dedication and loyalty, not only to clients, but to the entire UC team. When she is not at the office she enjoys spending time with her grandchildren, friends and family.

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Thereza Rodrigues

Intern

thereza.rodrigues@unitedcp.com

Thereza Rodrigues joined United Capital in 2016 as an Intern while pursuing her degree in Finance and Economics at Florida Atlantic University. Thereza will also be working on obtaining the CFP® certification upon graduation. Since beginning at United Capital, she has been merging her education with the hands-on work experience of UC's client centric services. She looks forward to continuing to grow within United Capital.

When she's not busy studying, Thereza enjoys visiting her friends and family in Brazil, playing sports on the beach, and exploring new restaurants.

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980 N. Federal Highway, Suite 400
Boca Raton, FL 33432
561-362-7850

Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.