Yuri Gomez
Relationship Manager
Yuri facilitates establishing new client relationships in the Modesto office of United Capital Financial Advisors. She coordinates the delivery of client services including onboarding, financial planning, investment management and risk mitigation. She prides herself on building solutions that help meet the unique needs of each client. Yuri is extremely personable and is an invaluable resource of knowledge.
Prior to joining United Capital, Yuri worked at Bank of America/Merrill Lynch as a Private Client Banker/ Financial Advisor. There, she assisted affluent clients achieve their financial goals by effectively utilizing banking, lending, and wealth management offerings. Yuri has worked in various roles within the Financial Services Industry for more than 20 years.
In her spare time, Yuri volunteers her time serving as a board member in multiple community non-profit organizations. She likes spending time with her family, cats, and dogs. She also loves to travel and enjoys outdoor activities like hiking, running and yoga.
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- Share your current situation and goals
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- Get your financial questions answered
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