Welcome to United Capital Modesto

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

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: 209-530-1522

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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

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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, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.. Cetera is under separate ownership from any other named entity.

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.