United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors.

Finance

United Planners

United Planners' headquarters in Scottsdale, AZ, United States

Michael A. Baker

Billy Oliverio

Dave Hauer

Cynthia King

Aif® Sheila Cuffari-Agasi

Chad Shindel Cpa, Cgma

Chad Shindel

Aaron Spradlin

Sheila J. Cuffari-Agasi

This department focuses on managing client relationships and providing financial planning support.

Client Services

This department is responsible for ensuring compliance with laws and regulations related to the industry.

Regulatory Affairs

This department specializes in providing investment advice and managing client portfolios.

Investment Advisory

The Investment Advisory Team at United Planners is dedicated to delivering expert guidance and tailored investment strategies to independent financial advisors and their clients. Comprising skilled professionals, the team conducts portfolio analysis, provides market insights, and develops customized investment solutions that align with clients' financial goals. They also offer ongoing support and education to ensure advisors are well-equipped to navigate the evolving investment landscape.

Investment Advisory Team

This department provides personalized financial advice and solutions to help clients achieve their financial goals.

Financial Services

The Financial Services Operations team at United Planners is responsible for streamlining back-office processes and overseeing the compliance and operational frameworks that support independent financial advisors. This team, comprising experts in supervision, trading, and various investment services, ensures efficient management of client accounts, facilitates trading operations, and delivers comprehensive support across annuities, retirement plans, and alternative investments. Their efforts enhance operational efficiency and allow advisors to focus on delivering exceptional client service.

United Planners

Org chart

Teams

Client Services

Regulatory Affairs

Investment Advisory

Investment Advisory Team

Financial Services

Financial Services Operations

Offices

United Planners

Org chart

Teams

Client Services

Regulatory Affairs

Investment Advisory

Investment Advisory Team

Financial Services

Financial Services Operations

Offices

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