Jeffrey Lysaught, CFP®MANAGING DIRECTOR
The desire to provide comprehensive and objective financial planning was the catalyst for Jeff's formation of The Hunter Group in 1986, prior to partnering with United Capital Financial Advisers, LLC (United Capital). Jeff utilizes the "serve first, serve always" motto with clients. Before that time, Jeff worked with GMAC, Citicorp, and Cigna Financial Services where he gained valuable experience and insights into the complexities of corporate and individual financial planning issues. His certification as a CERTIFIED FINANCIAL PLANNER™ Practitioner indicates Jeff has completed, and continues to complete, rigorous education, experience, and examination requirements set forth by the CFP Board of Standards. His clients are located worldwide and include numerous executives with Fortune 500 companies and smaller public and privately held firms, small business owners, retirees and a Nobel Prize winner. United Capital's San Diego office has assembled a team of top-notch financial planning experts and work closely with an elite group of estate and tax attorneys, CPAs, and pension specialists.
Jeff is a President's Council member for Colonial Williamsburg. A graduate of the University of Kansas, he is an avid Jayhawk basketball fan. He and his wife live in Santaluz, CA, and enjoy traveling often stopping in to see one of their loving four sons across the country.
Registered Representative of and offering securities 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. Cetera is under separate ownership from any other named entity.