Volatile markets demand proactive wealth management. Find out how direct indexing can maximize your returns and protect your assets. Read more and listen to our podcast here.?
关于我们
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. Ready to take your wealth from burdened to Liberated? Call us today to begin your journey with Centura Wealth Advisory. 858-771-9500. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.
- 网站
-
https://www.centurawealth.com
Centura Wealth Advisory的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- San Diego，California
- 类型
- 私人持股
- 创立
- 2018
- 领域
- wealth management、alternative investments、tax strategy、multi-generational planning、life insurance、capital events、high net worth、retirement planning、retirement savings、money management、wealth advisory、wealth advisor、financial advisor、financial planning、real estate investments、investing、charitable giving、tax planning、tax deductions和business owner
地点
-
主要
获取路线
12255 El Camino Real
Suite 125
US，California，San Diego，92130
Centura Wealth Advisory员工
-
Daniel Stolfa, JD, LLM, CFP?, AIF?
Helping entrepreneurs and business owners achieve the goals they’ve spent a lifetime developing and living. #WealthManagement #LiberatedWealth…
-
Derek Myron
-
Matt Griffith, CFP?
Sr. Wealth Advisor at Centura Wealth Advisory
-
Chris Osmond, CFA, CAIA?, CFP?
Chief Investment Officer at Centura Wealth Advisory
动态
-
As estate tax laws change, families face new challenges in preserving wealth. A strategic life insurance plan can help you navigate these complexities. Learn more: https://lnkd.in/gvdmig_k
-
-
Want to align your portfolio with your personal values and financial goals? Direct indexing provides the flexibility and tax advantages you need. Read our blog to learn more. https://lnkd.in/gRQR6cdH
-
-
We’re Growing – Join Our Team! Are you ready to take your career in wealth management to the next level? Centura is growing and we’re seeking talented professionals to join our dynamic team.? If you’re considering a move or are looking to advance your career in the financial industry, now is the perfect time to start the conversation. We’re actively recruiting for several key roles: Current Open Positions: · Wealth Advisor, Technician · Wealth Advisor, Investments · M&A Specialist If you’re a skilled financial professional looking for a firm that values expertise, integrity, and transparency, we’d love to connect. Visit https://lnkd.in/g748UTCD to explore the possibilities today! #Hiring #WealthManagement #FinancialAdvisory #CareerGrowth #FinanceJobs #Recruitment #LiberatedWealth #LiveLifeLiberated
-
-
Tariffs, inflation, and shifting economic indicators caused a lot of noise in February. How should investors respond? Get the full analysis in our market review and stay ahead of the curve. https://lnkd.in/gaQ8yY24
-
-
"Waiting to secure life insurance can be costly,” warns Christopher Hyman, Director of Insurance Services at Centura Wealth Advisory. For more insights on this powerful tool, read our advisor interview: https://lnkd.in/gvdmig_k
-
-
What would meaningful tax savings mean for you? At Centura Wealth, we believe in delivering significant value through smart tax planning. Ready to see the impact? #TaxStrategy #WealthBuilding #FinancialGrowth https://lnkd.in/gZFBvfk4
-