4763 East Camp Lowell Drive,
At United Financial Center, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Carlee is a Retirement Specialist at United Financial Center. She is a registered representative with United Planners and holds Series 7 and 66 securities licenses.
Certified Financial Planner™ EA
Daniel is a Retirement and Estate Specialist at United Financial Center. He is a registered representative with United Planners and holds Series 24, 7, 63, and 66 securities licenses.
As president and co-founder of United Financial Center, David works with financial clients across the nation, specializing in retirement and estate planning, tax preparation, and insurance.
Erik is a Retirement Specialist at United Financial Center helping clients assess their retirement needs and plan their course. He specializes in retirement and estate planning, tax preparation and alternative investments.
Front Desk/Client Relations Manager
Jade is the Front Desk and Client Relations Manager at United Financial Center.
Jim is United Financial Center's Property and Casualty Insurance Specialist.
Partner I Co-Founder
Rena is an original founder and partner of United Financial Center. For more than 20 years she has been involved with the growth and direction of the company. She is a tax preparer, and also manages the company’s financial...