Centura Wealth Advisory

Centura Wealth Advisory

Financial Services 12255 El Camino Real 53 employees
Employees
53
Contacts
4
Emails
4
Phones
2

Centura Wealth Advisory Overview

Headquarters
12255 El Camino Real
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
53
Founded
2018
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Centura Wealth Advisory

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/.

Centura Wealth Advisory Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Centura Wealth Advisory Org Chart

Sample employees and titles
Name Title Contact
Matt Griffith, Cfp® Sr. Wealth Advisor at Centura Wealth
Email
Daniel Stolfa, Jd, Llm, Cfp®, Aif® Helping Entrepreneurs and Business
Email
Andy Davies, Cfp(r) Exit Planning Specialist for Business
Email Phone
Derek Myron
Email Phone

Employees by Management Level

Individual contributor 8 profiles
Manager 5 profiles
Director 2 profiles
Senior / Lead 2 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 5 5 1
HR 2 2 2
Executive 2 2 1
Operations 1 1 0

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