Speak With an Expert

Connect with our team to unlock your financial freedom


  • (888) 689-4177
  • [email protected]
  • 11710 El Camino Real, Suite 200
    San Diego, CA 92130
  • 1035 Silverado Street
    La Jolla, CA 92037
  • 55 Merchant Street 1900
    Honolulu, HI 96813

WHY US?

Tailored Solutions

At United Legacy, we recognize that every client's journey is unique. That's why we prioritize understanding your aspirations and designing personalized financial strategies tailored to your specific needs. No one-size-fits-all plans—only solutions that reflect your goals and vision.

Expert Guidance

With a team of seasoned professionals and a proven history of success, United Legacy offers guidance you can depend on. Whether it's overcoming challenges or capitalizing on opportunities, our expertise is here to help you navigate the path to financial growth and security with confidence.

Continued Support

Our commitment doesn't stop at the starting line. We're by your side every step of the way, providing ongoing support and ensuring you remain on track to meet your objectives. At United Legacy, your success is our legacy, now and for years to come, as true partners in growth.