Pfm clara

Clara Villalobos

Vice President

What are three words people use to describe you?

Driven, conscientious, detailed

When you are not working, what do you care about most?

Rescuing animals: I am a part of many groups that support caring for, fostering, and adopting rescue animals.

What's your MoneyMind®?


Clara is responsible for using the depth of her experience to help independent advisory firms understand the value of FinLife® CX to maximize their business for their clients. Previously, Clara contributed to the launch of the FinLife Partner business by managing the onboarding of FinLife Partner firms and helping these firms to adopt the FinLife CX tools and processes.

Clara has over 20 years of financial services experience in advising, sales management, and relationship management. Clara began her career at AIM Funds in Austin, Texas. Since then, Clara has worked for USAA, American Funds, and AIG before coming to United Capital.

In her spare time, Clara enjoys practicing daily yoga, traveling, and devoting time to various Dallas rescue organizations. She also has two adults sons that she raves are the “best men she knows.”

Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. United Capital Financial Advisers, LLC ("United Capital") is a registered investment adviser, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.