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Valerie H

Series 63, Series 66

Modesto, CA

United Capital Financial Advisors

Valerie Hurst is a financial advisor at United Capital Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Goldman Sachs & Co LLC and CETERA Advisor Networks LLC. Hurst serves on the advisory board of the McHenry Mansion, a local historical landmark hosting weddings, public tours, and fundraising events. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform, FinLife Partners, that assists independent advisors with technology and practice management services.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Andrew W

Series 66

Modesto, CA

United Capital Financial Advisors

Andrew Wolf is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co LLC, CETERA Advisor Networks LLC, and Girard Securities Inc. United Capital provides national financial planning and discretionary investment management services to a broad range of clients, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm’s investment teams develop client-specific financial plans and manage accounts on a discretionary basis, supporting customization options such as ESG and faith-based portfolios.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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