# United Planners jobs and careers

> 0 open roles at United Planners as of October 24, 2026. Source: https://www.thejobsmap.com/company/united-planners

United Planners is an advisor-owned wealth mgmt firm that provides back-office services & support to independent financial advisors.

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Headquarters | Scottsdale, AZ, United States |
| Founded | 1987 |
| Employees | 125 |
| Industries | Finance, Banking, Crowdfunding, Financial Services |
| Website | https://unitedplanners.com |

## Leadership

- Michael A. Baker, President, CEO & General Partner
- Chad Shindel, EVP, Chief Financial Officer & General Partner
- Billy Oliverio, EVP, CMO & General Partner
- Aaron Spradlin, Chief Information Officer
- Dave Hauer, Chief Compliance Officer/AML Officer
- Chad Shindel Cpa, Cgma, Vice President - Chief Financial Officer
- Sheila J. Cuffari-Agasi, EVP, Chief Revenue Officer & General Partner
- Cynthia King, General Counsel

## Common questions

### Is United Planners hiring right now?

United Planners has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on United Planners's careers site.

### Where is United Planners headquartered?

United Planners is headquartered in Scottsdale, AZ, United States and was founded in 1987.

### Who leads United Planners?

Michael A. Baker, President, CEO & General Partner, is at the top of United Planners's org chart.

### How do I apply for a job at United Planners?

Pick a role on United Planners's TheJobsMap page and select Apply. Every listing links to the original posting on United Planners's own careers site, so you apply directly with the employer.