Welcome to United Capital Boca Raton

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Clive Cholerton
VP, National Growth Practice Management
Tatiana Stratigakis
Senior Wealth Adviser
Rene Valenzuela
Relationship Manager
Tiffany Martin
Client Services Manager
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Clive Cholerton

VP, National Growth Practice Management

clive.cholerton@unitedcp.com

Clive Cholerton, now the VP of Growth Practice Management for United Capital, was previously a Managing Director with United Capital since 2007. Prior to that, he owned and managed his own financial firm in Boca Raton, Spectrum Assets, Inc., since 1997. A true advice-plan financial adviser, Clive’s passion for the industry stems from his intrinsic desire to listen to and accomplish the goals set forth by his clients.

Applying the Honest Conversations® and Your Money Mind® experience, he strives to make the clients’ financial goals attainable. Utilizing a team-based approach to proactive client services, his team is there to ensure the clients’ needs are met in a swift and efficient manner.

In addition to work Clive does with his personal clients, he acts as a consultant to the newly acquired firms of United Capital. His work focuses on integration of the United Capital methodologies and protocols, development and execution of a business plan, and reengineering and training of staff.

Originally from Saskatchewan, Canada, Clive made sunny South Florida home in 1997. He is a graduate of Shenandoah University and is married to accomplished actress Margery Lowe. They have one son, Evan.

Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), 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.


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Tatiana Stratigakis, CFP®

Senior Wealth Adviser

tatiana.stratigakis@unitedcp.com

Tatiana Stratigakis joined United Capital in 2007 and has over 14 years of experience in the financial services industry. As Senior Wealth Manager, she focuses on each client’s individual concerns and objectives by analyzing all aspects of their financial life and formulating customized financial plans to help realize their goals. Tatiana focuses on working with individuals, couples and families to help them navigate the financial decisions they face throughout all stages of life, including marriage, retirement, divorce and college education planning.

Utilizing United Capital’s Your Money Mind® experience, Tatiana recognizes the insight that clients gain by better understanding the way they feel about money and how it shapes their financial decisions. Helping clients identify their goals and priorities through Honest Conversations® further establishes the basic foundation for implementing a customized financial plan. She sees the financial planning work as the spine to a client’s financial life, with the investments as the arms and legs moving the client forward.

While applying a disciplined approach and process, each client’s investment portfolio is constructed to meet their unique needs and preferences. Placing equal importance on the client’s investment strategy and their financial plan enables Tatiana to assist her clients in living their One Best Financial Life®. Through the monitoring of financial priorities and adjustments in investments, Tatiana strives to keep the plan on track as life changes occur.

Having a strong background as Director of Operations for many years, Tatiana also provides ongoing oversight for her team to provide clients with exceptional and consistent service, as well as timely reports and communications. With her highly detailed style, she is dedicated to optimizing the office’s strategic efforts and informing decisions that provide positive impact and value for her clients.

Graduating summa cum laude from Marymount University in Arlington, Virginia, Tatiana earned a Bachelor of Science in Finance and International Business. She also holds a Series 7, Series 66, Series 24 and insurance licenses.

Tatiana enjoys her time outside of the office with her husband and two young children.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), 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.


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Rene Valenzuela, CFP®

Relationship Manager

rene.valenzuela@unitedcp.com

Rene Valenzuela comes all the way from the Lone Star State, where he received a Bachelor’s of Science in Personal Financial Planning from Texas Tech University in August 2012. Upon graduation, he worked for three years as a Guidance/Financial Planning Specialist for United Capital's centralized Financial Planning Department, preparing customized financial plans for the clients of United Capital. In April 2015, through hard work and determination, he obtained his CFP® designation. Rene also holds his Series 65 license.

Rene has a strong background in retirement income planning and investment management strategies and hopes to continue to help clients live their One Best Financial Life®. He is responsible for overseeing the establishment and implementation of our clients' financial plans and enhancing the client experience.

Outside the office, Rene enjoys time with his two rescue dogs. He loves cooking and camping. He’s an avid San Antonio Spurs fan. GO SPURS, GO!


Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), 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.


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Tiffany Martin

Client Services Manager

tiffany.martin@unitedcp.com

Tiffany Martin takes pride in managing our investment account opening process and risk management solutions, and coordinating our client meetings. She is at the forefront of our client interactions as the first line of contact both in the office and on the phone. Tiffany takes the utmost care in handling our clients’ requests and cash management needs.

She hails to us from Jacksonville, Florida, with over a decade of management and client support experience. Tiffany worked as a dedicated problem-solver and liaison between a variety of clients and key executives. She started her career at CIT as a Manager in the operations division and has also worked as the Client Support Supervisor at Garda. In her spare time, she enjoys going to comedy shows and visiting artsy events with her family.

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2000 Glades Road Suite 324
Boca Raton, FL 33431
561-347-6662

Securities offered through Cetera Advisor Networks LLC (“Cetera”), 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. Check the background of this investment professional on FINRA's BrokerCheck.

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