United Capital

Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the centerbacked by the power of Goldman Sachs.

As a CERTIFIED FINANCIAL PLANNER™, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role and as an advisor. As a CFP, I assist clients in areas of:Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.

Raymond James & Associates in Walnut Creek, CA offers a comprehensive range of wealth management services for individuals and businesses, including investment solutions, financial and retirement planning, and insurance solutions. Their team of experienced advisors provides expertise in areas such as asset management, fixed income strategies, and estate planning. With a focus on personalized service and tailored financial solutions, Raymond James & Associates helps clients navigate the complexities of growing and preserving wealth, planning for retirement, and managing their estates. Their institutional services also cater to corporations and institutions seeking investment banking, capital structure advisory, and private wealth services. Generated from the website