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United Capital Financial Advisors in Palm Desert

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United Capital Financial Advisors Palm Desert, CA

About Palm Desert Office

The United Capital Palm Desert office, formerly Jensen Wealth Advisors, has served clients since 1989. Our team includes a CFP® professional, a CRPS designee, and two fully registered (Series 7) securities professionals. As part of United Capital, we have one mission - to provide trusted, fully transparent, wealth and investment advice to the hundreds of clients and their families who have entrusted us with this incredible responsibility and exciting endeavor. Seeing our clients implement strategies and recommendations that we and their other advisors have developed through truly knowing and understanding them is what drives us each and every day.

Success for our clients equals success for us.

Meet Our Palm Desert Financial Advisor Team

Our United Capital Team Location

36921 Cook St, Suite 101
Palm Desert, CA 92211

Telephone: 760-341-5242
Facsimile: 855-278-1168

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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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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.