Connect with a financial advisor: 833-346-5433
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United Capital Financial Advisors in San Francisco

Are you living the life you want? Consult a local advisor about a proven, engaging approach to wealth management. We help you Live Richly℠.

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Kelly Trevethan, financial advisor in San Francisco

About San Francisco Office

Your goals and aspirations, the way you live your life and the manner in which you hope it unfolds will evolve with time. Over the course of your life, change is the only constant. Sometimes we choose to retire sooner or give major gifts to people we care about. Other times, whether it’s higher inflation or a change in the tax code, we don’t have a choice. Whatever the cause, understanding how we should adapt to these changes while staying on course is the greatest challenge for every one of us in our financial lives.

The United Capital San Francisco office works with one goal in mind: to empower our clients with complete control over their financial lives. Our experienced and highly credentialed advisers work with your financial life management team to create a completely customized financial solution for you and your family.


We hold a deep, passionate belief that we must serve our local communities by giving back to organizations that touch the lives of those less fortunate. For more information on how we give back, click here.

Kelly Trevethan discusses his Speratus Winery Project with Bay Area People. Click here to view the segment. Kelly was also recently featured in Saint Mary’s Magazine. Click here to read the full article.

Meet Our San Francisco Financial Advisor Team

Our United Capital Team Location

1350 Treat Blvd. Suite 340
Walnut Creek, CA 94597

Telephone: 415-418-2100
Facsimile: 415-418-2120

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Affiliated Office


145 East Prospect Avenue, Suite 216
Danville, CA 94526

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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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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 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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United Capital Wealth Management

United Capital Financial Insights

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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.