Your Destination Hybrid Partner With Offices Nationwide Since 1987
...and Adamantly Not For Sale!

UP Independence Day


On September 12th we celebrate our UP Independence Day. United Planners was formed in 1987 as a Limited Partnership. Our vision is to grow and maintain a “Partnership of quality investment professionals mutually committed to exceeding client expectations.” This very unique structure has withstood the test of time and creates an atmosphere and culture of service to others. We went completely independent, branching off from Pacific Life in 2007, and haven’t looked back!
2018: Grand Opening of the Multi-Purpose Room

2019: Medieval Times

2020: COVID, but our Executive Management Team gave out Amazon Gift Cards in lieu of an actual event