About Us

Founded in 1999, United Capital of South Florida, previously Capital Planning Group, grew out of a partnership between a property and casualty insurance agency, Seitlin & Co., and accounting firm, Mallah Furman & Co. Both Mallah Furman and Seitlin successfully offered clients in their respective fields the highest degree of professional expertise and advice and unparalleled customer experience. The goal in creating United Capital of South Florida was to establish a financial planning firm with these same high service standards.

The outcome was United Capital of South Florida, which actively began recruiting Certified Financial Planners™ based on areas of specialization that would allow virtually every aspect of a client's financial plan to be handled in-house. Since its founding in 1999, United Capital of South Florida has amassed over $277 million in Advisory Assets. In addition to a steady stream of referrals by satisfied clients, Seitlin and Mallah Furman both continue to recommend United Capital of South Florida to their clients. 

Our Approach

United Capital of South Florida is a full-service, independent wealth management provider. We get to know our clients.  We talk about what matters most and how they feel about their wealth. Armed with that knowledge, we develop action steps that help meet their needs, achieve their goals, and hopefully live their dreams. 

We pull together our clients' financial lives. No matter how complex, we simplify it. We provide a complete and up-to-date picture of where they stand financially. We show them where they need to be to achieve their goals and dreams. Then, we outline the steps to get them there. Lastly, we make sure what needs to get done, gets done.

At United Capital of South Florida, we have no higher concerns than the objectivity of our process, integrity of our client relationships and confidentiality of all client dealings.