Connect with a financial advisor: 833-346-5433
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Welcome to United Capital Boca Raton

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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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, Managing Director 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 (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.

Meet Our Financial Advisor Team

Erica Stimolo



Brenda Matani



Michael Jean, CFP®



Kara Murphy, CFA®



Our United Capital Team Location

980 N. Federal Highway, Suite 400-A
Boca Raton, FL 33432

Telephone: 561-362-7850
Facsimile: 561-362-9525

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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

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Want to speak with us now? Give us a call at 833-346-5433

*Award not indicative of investment performance.