Tulare, CA Office

Michelle Lippincott is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at firms including Ministry Partners Securities, LLC and Planmember Securities Corporation. Lippincott is also co-owner of Lippincott Financial & Insurance Services and has been an insurance agent specializing in non-variable insurance since 2007. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

Seth Lippincott is a financial advisor at United Planners' Financial Services of America, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Grand Canyon University and Tonto Rim Christian Camp. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm employs independent advisors and implements investment strategies using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Marc Lippincott is a CFP® with 27 years of industry experience, currently affiliated with United Planners' Financial Services of America a Limited Partner. His prior work includes roles at Ministry Partners Securities, PlanMember Securities Corporation, and Nationwide Provident. Since 2025, he has been involved in adult financial educational services as an instructor in Visalia, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through approximately 359 advisors and managing roughly $12.77 billion in assets. The firm provides both advisory and brokerage services, with a notable emphasis on non-discretionary accounts and features a limited-partnership ownership structure.