Welcome to United Capital Modesto

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

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About Our Office

The Modesto office has worked with individuals, families, and small businesses in both the Central Valley and across the country for over 20 years. The advisers have a combined experience of over 80 years in the financial advisory business and love coming to work every day to help their clients achieve their goals. An anchor office in United Capital since 2005, the team is full service and able to address a multitude of potential client needs from financial guidance and advice, to investment management, to estate, tax, and business planning.

Meet Our Financial Advisor Team

Valerie Hurst

RELATIONSHIP MANAGER/WEALTH ADVISER

209-530-1515

valerie.hurst@unitedcp.com

Andrew Wolf

RELATIONSHIP MANAGER

209-530-1515

andrew.wolf@unitedcp.com

Sheri Gonzales

ADMINISTRATIVE MANAGER

209-530-1515

sheri.gonzales@unitedcp.com

Our United Capital Team Location

1200 Scenic Drive, Suite 111
Modesto CA, 95350

Telephone: 209-530-1515
Facsimile: 209-530-1515

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

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 effects 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.

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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

Speak With A Financial Advisor

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Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.