Centura Wealth Advisory

Centura Wealth Advisory Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

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/.

Find Centura Wealth Advisory employees' phone numbers or email addresses

Centura Wealth Advisory Global Highlights

Location
Employees

North America
79

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  • United States Of America
    79

Africa
1

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  • Nigeria
    1

Centura Wealth Advisory's Leadership

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    N. G.
    Chief Executive Officer
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    C. O.
    Chief Investment Officer
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    J. D.
    Chief Operating Officer, Chief Compliance Officer
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    J. F.
    Chief Operating Officer
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    J. K.
    Chief Operating Officer, Chief Compliance Officer
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    R. W.
    Head Of Strategic Relationships
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    I. P.
    President And Chief Executive Officer
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    A. P.
    Vice President, Operations At Centura Wealth Advisory
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Contact profiles from Centura Wealth Advisory

Name
Title
Contact Info
Location
Last Update
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    C. O.
    Chief Investment Officer
    Phone icon
    United StatesFlorida
    Nov 27, 2024
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    I. P.
    President And Chief Executive Officer
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    Oct 22, 2024
  • Stylized image of a person
    J. D.
    Chief Operating Officer, Chief Compliance Officer
    Phone icon
    Oct 17, 2024
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    J. F.
    Chief Operating Officer
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    United StatesCalifornia
    Mar 25, 2024
  • Stylized image of a person
    J. K.
    Chief Operating Officer, Chief Compliance Officer
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    Oct 17, 2024
  • Stylized image of a person
    N. G.
    Chief Executive Officer
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    Oct 21, 2024
  • Stylized image of a person
    A. P.
    Vice President, Operations At Centura Wealth Advisory
    Phone icon
    United StatesCalifornia
    Oct 17, 2024
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    B. S.
    Vice President, Insurance Product & Strategy
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    United StatesTexas
    Oct 18, 2024
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    L. D.
    Vice President, Growth And Development
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    United StatesWashington
    Oct 22, 2024
  • Stylized image of a person
    N. T.
    Vp- Consulting
    Phone icon
    United StatesCalifornia
    Nov 22, 2024

Frequently Asked Questions

What is Centura Wealth Advisory known for?

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Centura Wealth Advisory was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 12255 El Camino Real Suite 125 San Diego, California 92130 US; you can contact the main corporate office by phone at . Explore Centura Wealth Advisory's company overview page for more information.

What is Centura Wealth Advisory's most common email format?

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

How many employees does Centura Wealth Advisory have currently?

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Centura Wealth Advisory has approximately 45 employees as of September 2024. These team members are located across 2 continents, including North AmericaAfrica.

Who are Centura Wealth Advisory's key employees and leadership?

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As of September 2024, Centura Wealth Advisory's key employees include:

  • Chief Executive Officer: N. G.
  • Chief Investment Officer: C. O.
  • Chief Operating Officer, Chief Compliance Officer: J. D.
  • Chief Operating Officer: J. F.
  • Chief Operating Officer, Chief Compliance Officer: J. K.

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