Centura Wealth Advisory

Financial Services - San Diego, CA, US

Centura Wealth Advisory Employees
Rachel Self

Paraplanner

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Joelle Freeman

Senior Administrative Assistant

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Jonathan Freeman

Chief Operating Officer

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Derek Myron

managing director

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Matt Griffith

Sr. Wealth Advisor

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Zoe Singh

Associate Advisor

Contact Zoe Singh

Andre Lawrence

Analyst

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Centura Wealth Advisory Senior Management
Jonathan Freeman

Chief Operating Officer

Contact Jonathan Freeman

Derek Myron

managing director

Contact Derek Myron

Kyle Malmstrom

Managing Director

Contact Kyle Malmstrom

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Centura Wealth Advisory Details

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.

Centura Wealth Advisory logo, Centura Wealth Advisory contact details
Employees: 20 - 49
HQ: N/A
Location: San Diego, CA, US
Revenue: 2.5 - 5 Million
wealth management alternative investments tax strategy multi-generational planning life insurance capital events high net worth
Centura Wealth Advisory Technologies
Email Providers

Outlook

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Marketing Automation

Pardot

Customer Relationship Management

Salesforce

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Hosting

Amazon AWS

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