Welcome to United Capital San Diego

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.

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

Jeffrey Lysaught
Managing Director
Gregory Powers
Senior Wealth Adviser
Steve Payne
Senior Relationship Manager
Meredith McCall
Client Services Manager
Michael Meyers
Relationship Manager
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Jeffrey Lysaught, CFP®

Managing Director

jeff.lysaught@unitedcp.com

The desire to provide comprehensive and objective financial planning was the catalyst for Jeff's formation of The Hunter Group in 1986, prior to partnering with United Capital Financial Advisers, LLC (United Capital). Jeff utilizes the "serve first, serve always" motto with clients. Before that time, Jeff worked with GMAC, Citicorp, and Cigna Financial Services where he gained valuable experience and insights into the complexities of corporate and individual financial planning issues. His certification as a CERTIFIED FINANCIAL PLANNER Practitioner indicates Jeff has completed, and continues to complete, rigorous education, experience, and examination requirements set forth by the CFP Board of Standards. His clients are located worldwide and include numerous executives with Fortune 500 companies and smaller public and privately held firms, small business owners, retirees and a Nobel Prize winner. United Capital's San Diego office has assembled a team of top-notch financial planning experts and work closely with an elite group of estate and tax attorneys, CPAs, and pension specialists.

Jeff is a President's Council member for Colonial Williamsburg. A graduate of the University of Kansas, he is an avid Jayhawk basketball fan. He and his wife live in Santaluz, CA, and enjoy traveling often stopping in to see one of their loving four sons across the country.


Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.


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Gregory Powers, CFP®, ChFC®, AIF®, CIMA®

Senior Wealth Adviser

gregory.powers@unitedcp.com

As a financial planner with over 14 years of experience in the financial services industry, Greg Powers forte is the efficient coordination of the many aspects of one’s financial life including: development, implementation and monitoring of a comprehensive financial plan, insurance planning and coverage optimization, asset and investment management strategies, tax-sensitive retirement income planning and estate planning strategies.

Over the course of his career, Greg has earned multiple financial planning and specialist designations which demonstrate his commitment to being an industry stand out: CERTIFIED FINANCIAL PLANNER (CFP®) professional, Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Specialist (CRPS®), Certified Investment Management Analyst (CIMA®)

Greg has also earned the FINRA registrations Series 7, 66, and 24 and is a licensed California Life Agent. This past year, Greg was asked by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in Washington, DC to volunteer as a Subject Matter Expert (SME) helping them review the content of the comprehensive CFP® exam to ensure the subject matter is accurate, relevant and challenging. Honored, Greg happily accepted the offer and looks forward to continuing to work with the CFP Board to improve the level of professionalism and education for those dedicated to the financial planning profession.

Greg graduated from Bates College in Lewiston, Maine with a degree in Economics in May of 1999. He has also studied at the University of Bristol in England. A resident of downtown San Diego, in his spare time Greg loves to cook, golf, ski, and play softball.


Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.


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Steve Payne, CFP®

Senior Relationship Manager

steve.payne@unitedcp.com

Steve has been a financial adviser for more than 25 years in Southern California. Born and raised in Los Angeles, Steve graduated from UCLA with a bachelor’s degree in economics, got married, and went straight to work at E.F. Hutton. As a CERTIFIED FINANCIAL PLANNER (CFP®) since 1998, Steve has helped hundreds of individuals, families and small business owners reach their financial goals and avoid the costly mistakes so common in today’s financial environment. He is also a Chartered Retirement Planning Counselor (CRPC®), has FINRA Series 3, 7, 24, 63 licenses, along with CA Insurance licenses for life, accident & health and variable contracts.

Steve and his wife moved to San Diego from Los Angeles in 1995 and started raising a family. They have three children, all currently in college. As an avid sports fan, Steve is a supporters of the Padres and Chargers, while his wife has remained a loyal Dodgers fan. His great love of music spans a wide variety from jazz and blues to classical symphonies. He enjoys swimming, golf, and playing guitar in a local band.


Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.


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Meredith McCall

Client Services Manager

meredith.mccall@unitedcp.com

Meredith McCall, RP® joined The Hunter Group, now the United Capital San Diego office in 2002. Meredith has 15 years experience in the financial planning industry and has earned her Registered Paraplanner designation and is a California Notary Public. As a Client Service Manager, her responsibilities include client services, assisting Relationship Managers and Wealth Advisers with meeting preparation, participation in meetings and following up with clients, acting as a liaison between various custodial banks and brokerage firms, as well as other office management activities.

Born in St. Paul, Minnesota and raised in Southern, California, Meredith enjoys spending time with her daughter Isabella, family and friends, reading, watching movies, cooking and activities outside.

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Michael Meyers

Relationship Manager

michael.meyers@unitedcp.com

Michael Meyers is a Relationship Manager for the United Capital San Diego office.
Prior to joining United Capital, Mike was a corporate financial executive with Johnson & Johnson. His career with the company spanned 32 years and included a number of CFO assignments across their vast global business.

Being a “trusted professional” had been a hallmark of Mike’s long and successful career with Johnson & Johnson. He looks forward to an encore experience with United Capital where he can apply his financial acumen in a way that may help create positive impacts on the lives of others.

Mike began his professional career as a CPA after graduating with distinction from the The Pennsylvania State University. He has also earned a MBA degree from the University of Texas. He is now preparing to obtain the CFP® certification.
Mike resides with his wife Marsha in Rancho Santa Fe and enjoys tennis, golf, skiing, and travel in his spare time.

Start the conversation

9191 Towne Centre Dr Suite 100
San Diego, CA 91922
858-527-7800

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity. Check the background of this investment professional on FINRA's BrokerCheck.

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