Dezaree Seeds, CFP®, MBAWEALTH MANAGER
Dezaree began her career at Valley Wealth, now United Capital, as an intern during her MBA program at
California State University, Stanislaus. She worked her way up to become the office’s Operations and
Projects Analyst, Senior Client Services Manager, Senior Relationship Manager and now the Wealth
Manager. She is dedicated to providing each client with the services and expertise needed to provide
the most comfortable journey toward achieving their financial goals. She works closely with the adviser
and client to help develop and implement a financial plan that works for all types of clients from all
walks of life. Her operations and back office expertise is also essential in the daily management of
United Capital's Modesto office.
Dezaree was proudly born and raised in Modesto. She attended Beyer High School, Modesto Junior
College and California State University, Stanislaus. She holds a Master of Business Administration and is
currently pursuing her CERTIFIED FINANCIAL PLANNER™ certification.
In her free time, she enjoys traveling and spending quality time with her family, friends and two dogs.
She is extremely passionate about her community and loves to be involved in various organizations. She
is a graduate of the 2017 Leadership Modesto program, which is known for inspiring, growing and
uniting high-quality leadership in our community. She is also a proud new member of the Modesto
Sunrise Rotary Club.
What I do really well:
I solve problems. I feel my operations expertise and industry knowledge helps to put our clients at ease when their financial needs face imminent change.
Why I get up in the morning:
I honestly care about our clients. I have developed relationships with them over the past nine years, so I truly want to help them live their One Best Financial Life®. I get immense satisfaction from helping them achieve even the smallest of their goals.
Clients I work best with:
There are many different types of clients. I feel one of my greatest attributes is being able to work with any client, regardless of their end goal or account value.
What I tell clients:
Every client is equally important to us at United Capital.