Centered Wealth Employee Directory

Q: What is Centered Wealth known for?

Centered Wealth was founded in 2007. Centered Wealth operates in the Financial Services industry.

Q: How many employees does Centered Wealth have currently?

Centered Wealth has approximately 5 employees.

Financial ServicesMinnesota, United States2-10 Employees

Centered Wealth incorporates the practices of Values-Based Financial Planning and Socially Responsible, Sustainable, and Impact Investing. When a family, individual, or small-business places their core values at the center of their financial planning and investment choices, there is a clarity and intentionality which we believe drives better planning outcomes. For most of us, knowing we are contributing to a better world enables us to face the ups and downs in the market, and in our own financial circumstances, with greater ease. Thankfully, with advances in ethical Investment options, there is no need to choose between values and investment performance. Ask us about the latest research!

Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB
Advisory Services offered through Vanderbilt Advisory Services, LLC
Insurance Services offered through Vanderbilt Insurance and other agencies
Clearing Agent: National Financial Services, LLC
Supervising Home Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

Find Centered Wealth employees' phone numbers or email addresses

Centered Wealth Global Highlights

North America
6

United States Of America
6

Centered Wealth's Leadership

A. C. G.
Financial Advisor
Mobile Phone
Email
A. G.
Financial Advisor*
Mobile Phone
Email
A. M.
Executive Assistant
Mobile Phone
Email
J. P.
Registered Representative
Mobile Phone
Email

Contact profiles from Centered Wealth

Name

Title

Contact Info

Location

Last Update

A. C. G.
Financial Advisor
Mobile Phone
Email
United StatesIowa
Nov 18, 2025
A. G.
Financial Advisor*
Mobile Phone
Email
United StatesMinnesota
Nov 18, 2025
A. M.
Executive Assistant
Mobile Phone
Email
United StatesIowa
Apr 24, 2025
J. P.
Registered Representative
Mobile Phone
Email
UNITED STATES
Oct 22, 2025

Frequently Asked Questions

What is Centered Wealth known for?

Centered Wealth was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-631-845-****

. Explore Centered Wealth's company overview page for more information.

What is Centered Wealth's most common email format?

Centered Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Centered Wealth email formats with LeadIQ.

How many employees does Centered Wealth have currently?

Centered Wealth has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Centered Wealth's key employees and leadership?

As of December 2025, Centered Wealth's key employees include:

Financial Advisor: A. C. G.
Financial Advisor*: A. G.
Executive Assistant: A. M.
Registered Representative: J. P.

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