Rick GrantRegional Director, Risk Management
Rick Grant joined United Capital in 2017. He has provided insurance and risk management planning expertise to financial advisors, property and casualty agents, and retail clients since 1997.
He began his insurance career by starting an independent agency, and he eventually built a team of agents with three offices across two states. In 2009, Rick joined Allstate Insurance to provide risk management solutions for agents and their clients. In 2013, Rick was hired by Saybrus Partners as a Wealth Management Consultant to provide Farmers Insurance agents with life insurance case design and point of sale support.
Rick earned his bachelor’s degree from California State University Northridge. Throughout his career, Rick's goals have been to listen more than you talk, treat others the way you’d want them to treat your Mom, and always do what’s right for the client.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. United Capital Financial Advisers, LLC ("United Capital") is a registered investment adviser, 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.