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.
Steven PomeranzManaging Director
Craig JaffeSenior Wealth Adviser
Erica StimoloMarketing and PR Specialist
Brenda MataniDirector of Operations
Steven Pomeranz, CFP®
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.
Craig Jaffe, CFP®
Senior Wealth Adviser
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.
Marketing and PR Specialist
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.
Director of Operations
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.
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
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.