Joel Shaps, CFP®, CIMA®MANAGING DIRECTOR
Joel Shaps oversees operations, client relations, business development and strategic planning for the United Capital office in Silicon Valley. With more than 40 years of experience in client service, enterprise management, mergers and acquisitions, Joel is a resource of knowledge and experience, which he shares with his staff and each of his clients.
Prior to joining United Capital, Joel purchased Bedrock Capital in 2001 after having been a client. He immediately began putting his own spin on things, hiring a top-notch professional team to support his vision. The result: Bedrock Capital Management evolved into a full-service comprehensive wealth management firm. In December 2015, Bedrock joined United Capital Financial Advisers as its anchor office in Silicon Valley.
Joel has a history of success. He was just 24 when he was named a Vice President at Neiman Marcus. By 1990, Joel was running his own consulting business, which specialized in purchasing and accounts payable auditing for high-tech firms. The Shaps Group was named one of the 500 fastest growing companies in the U.S. in both 1996 and 1997 by INC. Magazine. After selling the company to The Profit Recovery Group in 1997, he joined their management team as a Division President until he left to head up Bedrock Capital Management.
Joel holds a Bachelor of Arts from the University of Pennsylvania. He is a professional member of:
- The Financial Planning Association (FPA)
- Investment Management Consultants Associations (IMCA)
Joel is also involved in the community as a member of the following:
- Board of the Los Altos Committee Foundation
- Chair of the LACF Investment Committee
In his free time, Joel loves playing just about any sport, which mirrors his philosophy of living, “I think that life should have variety and be fun while offering challenge and excitement.”
Joel graduated from playing football and baseball in his youth to playing competitive squash, skiing and scuba diving as an adult. And many weekends, he can now be found at the golf course or bicycling around the valley. Joel lives in Los Altos with his wife, Sally, who was his high school sweetheart. When they’re not playing sports, traveling or sipping fine wine, they’re rooting for the San Francisco Giants and enjoying their two adorable grandchildren.