United Capital Financial Advisers Modesto

Should you have a Power of Attorney?

Our firm has it's own Podcast! Check out the first episode with our founder Joe Duran and Michael Kitces!!

Have you taken the Money Mind quiz to learn what your biases are? Let us know your thoughts in the comments!

Consult with a financial advisor when you're ready to improve your financial well-being. When choosing a great advisor, be sure to ask the right questions. The answers will separate the good from the great. #FinLife #LiveRichly http://bit.ly/2QcVQ69

2018 has been an amazing year of growth personally and professionally for United Capital Financial Advisors in Modesto. It took an incredible amount of coordination to create a beautiful space and move two separate teams into the brand-new office location at 1200 Scenic Drive. Looking forward to creating a spectacular 2019 with this remarkable group of heart-centered people! From our work-family to yours, HAPPY NEW YEAR!! #LiveRichly #WeAreUC #FinancialEducation #FinLife

Listen to our Founder and CEO, Joe Duran, share in-depth insights with Michael Kitces about United Capital’s financial life management offering, unique tools and how to partner with clients to allow them to live the life they want. http://ow.ly/3ZgZ30mWU6S

Before 2018 comes to end, we’re giving you our top 12 guidance tips. These tips are sure to set you up for an amazing New Year. Look out for a new guidance tip each day. #12DaysofGuidance https://cos.unitedcp.com/blog/12-days-of-guidance/