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
- Website
- centurawealth.com
- Industry
- Financial Services
- Employees
- 53
- Founded
- 2018
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Matt Griffith, Cfp® | Sr. Wealth Advisor at Centura Wealth | San Diego, California, United States |
Email
|
| Daniel Stolfa, Jd, Llm, Cfp®, Aif® | Helping Entrepreneurs and Business | Minneapolis, Minnesota, United States |
Email
|
| Andy Davies, Cfp(r) | Exit Planning Specialist for Business | Murrieta, California, United States |
Email
Phone
|
| Derek Myron | San Diego, California, United States |
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 | Phone | |
|---|---|---|---|
| General | 5 | 5 | 1 |
| HR | 2 | 2 | 2 |
| Executive | 2 | 2 | 1 |
| Operations | 1 | 1 | 0 |
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