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

Chad Shindel

Cynthia King

Aif® Sheila Cuffari-Agasi

Aaron Spradlin

Dave Hauer

Billy Oliverio

Sheila J. Cuffari-Agasi

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

Client Services

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

Investment Advisory

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

Regulatory Affairs

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

Financial Services

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 manages marketing strategies and corporate communications to enhance brand visibility and engagement.

United Planners

Org chart

Teams

Client Services

Investment Advisory

Regulatory Affairs

Financial Services

Investment Advisory Team

Marketing and Communications

Offices

United Planners

Org chart

Teams

Client Services

Investment Advisory

Regulatory Affairs

Financial Services

Investment Advisory Team

Marketing and Communications

Offices

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