Transform Your Career at Centura Wealth Advisory 🚀 At Centura, we're not just managing wealth; we're redefining it with innovative strategies and cutting-edge technology. We're looking for forward-thinking advisors ready to challenge the norms and drive transformative financial solutions for our clients. Join a team where creativity sparks success and opportunities for professional growth abound. Make a meaningful impact and advance your career in a dynamic environment dedicated to excellence. Ready to lead the future of wealth management? Connect with us today [Link in Comments]! #WealthManagement #InnovationInFinance #CareerOpportunities #UHNW #CenturaWealthAdvisory #LiberatedWealth
Centura Wealth Advisory
Financial Services
San Diego, California 4,024 followers
Liberated Wealth®
About us
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/.
- Website
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http://www.centurawealth.com
External link for Centura Wealth Advisory
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Diego, California
- Type
- Privately Held
- Founded
- 2018
- Specialties
- wealth management, alternative investments, tax strategy, multi-generational planning, life insurance, capital events, high net worth, retirement planning, retirement savings, money management, wealth advisory, wealth advisor, financial advisor, financial planning, real estate investments, investing, charitable giving, tax planning, tax deductions, and business owner
Locations
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Primary
12255 El Camino Real
Suite 125
San Diego, California 92130, US
Employees at Centura Wealth Advisory
Updates
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Managing your finances independently may be manageable early in your career. However, as your portfolio expands and your financial situation becomes more complex, seeking professional guidance on investments, taxes, and estate planning becomes essential. Join this installment of Live Life Liberated to gain valuable insights into our client experience and our Liberated Wealth® process: https://bit.ly/3zlNkOn In the meantime, here’s an episode preview! ⬇️ #LiveLifeLiberated #LiberatedWealth #WealthManagement #HighNetWorth #FinancialPlanning The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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Wealth management starts with your "North Star" — that’s what we believe in. Your core values, goals, and purpose play a critical role in your financial planning! In fact, we have designed our Liberated Wealth® process to do just that. By focusing first on your life's purpose, we craft a wealth plan that resonates with your deepest aspirations. To learn more about what it’s like to go through our process, check out this interview with our client Charlie Neer: https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #WealthManagement #Purpose #NorthStar The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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Do you want to know what it’s like to work with us before even hiring us? Catch this episode of Live Life Liberated with our client Charlie Neer, who candidly shares his client experience. From uncovering the challenges to finding solutions together…Charlie covers it all. Don’t miss it! https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #WealthManagement #FinancialAdvisors #ClientExperience The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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Why do 90% of wealthy families lose their wealth by the third generation? The answer often lies not in the lack of resources but in the absence of a clear, unified mission and poor financial management across generations. 📘 Dive into our whitepaper, "How To Fulfill Lasting Purpose with Family Wealth," where we explore essential strategies that sustain family wealth through generations. Learn about: • Crafting a unified family mission that stands the test of time. • Managing lifestyles and investments to ensure long-term prosperity. • Developing talent within the family to maintain and grow the family legacy. 🔗 Discover how to build a lasting legacy by downloading our whitepaper today. [Link in the comments] #FamilyWealth #LegacyPlanning #CenturaWealthAdvisory #LiberatedWealth
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Comprehensive wealth management requires a lot of coordination among professionals, such as advisors, estate planning attorneys, and CPAs. It may be similar to orchestrating a band! We don’t want the onus of coordination to fall on the client, so we take it upon ourselves to make it as seamless as possible. Hear what our client Charlie Neer has to say about his experience working with our team by streaming this clip from this conversation of Live Life Liberated ⤵️ #LiveLifeLiberated #LiberatedWealth #FinancialAdvisors #CPA #EstatePlanning #WealthManagement The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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It's easy to get lost in a series of unconnected financial decisions, rather than a cohesive strategy that fuels your future. That’s where professional guidance can be helpful — putting it all together. Hear what it’s like to work with us, including our step-by-step client journey by playing this interview of Live Life Liberated with Charlie Neer: https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #ClientExperience #WealthManagement #FinancialDecisions The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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Economic conditions are ever-evolving, and so should your retirement planning. Staying adaptive is key to ensuring your future is as secure as you've envisioned. Quick Tips to Adjust Your Retirement Plan: • Stay Informed: Keep up with economic trends that might impact your investments. • Flexibility: Periodically reassess your investment allocations to match current economic realities. • Professional Insight: Consult with a financial advisor to tailor your plan to withstand economic ups and downs. Secure your future by being proactive today. Reach out to us for expert guidance tailored to navigate through these changing times. #RetirementPlanning #EconomicFluctuations #HighEarners #FinancialPlanning #CenturaWealthAdvisory #LiberatedWealth
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While providing financial guidance to clients, we also focus on *educating* them. Once they understand the different strategies we implement, how they work, the benefits, and the risks involved — it helps them make informed decisions. Check out what our client Charlie Neer has to say about the learning aspect of working with us below ⤵️ #LiveLifeLiberated #LiberatedWealth #FinancialLiteracy #WealthManagement The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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Every client has different needs and a different outlook toward wealth management. For Charlie Neer, our client, the following were extremely important: Autonomy, Purpose, and Mastery. Charlie shares how we cater to his needs at every step of the wealth management process, here ➡️ https://bit.ly/3zlNkOn #LiveLifeLiberated #LiberatedWealth #FinancialAdvisors #FinancialGuidance #WealthManagement The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
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