Centura Wealth Advisory is a wealth management firm serving individuals, families, and institutions seeking a planned, precise and purposeful approach to looking out for people's financial future.

Finance

Centura Wealth Advisory

Centura Wealth Advisory's headquarters in San Diego, CA, United States

Derek Myron

David Martinez

Thomas Dentzer

Anna Ellis

Brandon Nguyen-Cuu

Bryan Schick

Krystal Puryear

The Client Services Team at Centura Wealth Advisory is dedicated to delivering exceptional support and personalized service to clients throughout their financial journey. This team, which includes Associate Advisors, Paraplanners, and Client Service Representatives, ensures that client inquiries are addressed promptly, financial plans are accurately implemented, and ongoing communications foster strong relationships. By collaborating closely, the team ensures a seamless experience, providing clients with the guidance and resources needed to achieve their wealth management goals.

Client Services Team

The Leadership Team at Centura Wealth Advisory is responsible for setting the strategic direction and overall vision of the firm. Composed of key executives, including the MD & CEO and Chief Investment Officers, the team collaborates to ensure that investment strategies align with client goals while fostering a culture of excellence and proactive client engagement. They also oversee the firm's operational efficiency and drive initiatives to enhance client satisfaction and long-term financial success.

Leadership Team

The Operations Support team at Centura Wealth Advisory ensures efficient administrative processes and smooth daily operations. They handle essential tasks such as coordinating trading activities, providing executive assistance, managing human resources functions, and offering vital support to front-office personnel, all to enhance client service and organizational effectiveness.

Operations Support

The Investment and Financial Services team at Centura Wealth Advisory specializes in developing tailored investment strategies and financial solutions to maximize client wealth and security. This team, comprising experts in alternative investments, wealth advising, financial accounting, and insurance, collaborates to provide comprehensive financial planning, innovative investment opportunities, and risk management tailored to the unique needs of individuals and institutions.

Centura Wealth Advisory

Org chart

Teams

Client Services Team

Leadership Team

Operations Support

Investment and Financial Services

Offices

Centura Wealth Advisory

Org chart

Teams

Client Services Team

Leadership Team

Operations Support

Investment and Financial Services

Offices

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