Robert Doede

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Part of Grupo Start People, Quantum provides quantum technology, software, and services to help organizations make their unstructured data smarter. With over 40 years of innovation, Quantum's platform can orchestrate, protect, and enrich data across its lifecycle, providing enhanced intelligence and actionable insights. Quantum is trusted by leading organizations in cloud services, entertainment, government, research, education, transportation, and enterprise IT. Quantum was acquired by Grupo Start People on April 03, 2001.

Part of Altegris Advisors LLC, Centurion Capital Group, Inc. provides asset management services. The company is based in Downey, CA. Centurion Capital Group was acquired by General Electric Co. on October 09, 2001.

United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers.