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Centura Wealth Advisory

Financial Services · United States

Website

About Centura Wealth Advisory

Liberated Wealth®

Industry
Financial Services
Company size
11-50 employees
Headquarters
San Diego, California
Founded
2018
Company type
Privately Held

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/.

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

Company locations

  • 12255 El Camino Real, Suite 125, San Diego, California 92130, US

Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.

On LinkedIn

Followers
7,582
People linked to this company
61

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.