Centura Wealth Advisory
Zoe began working at Centura Wealth Advisory as an intern in 2017. She joined the team full-time in 2018, after graduating from San Diego State University with a Bachelor’s degree in Finance. She obtained her CFP in 2021.
She works closely with her teammates to collect, analyze, and model data to assist in the creation of personalized Liberated Wealth® financial plans for clients. Zoe’s North Star is to see the positive impact she can make in the lives of others through Centura Wealth Advisory’s Liberated Wealth® Process.
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 people's financial future.