At our firm, we have the client and only the client in mind.
Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.
From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.
We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Foreign Languages Serviced
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Firm's Number of Clients
Firm's Number of Planning Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Assets Managed by Advisor
Securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Arizona, California, Colorado, Florida, Maryland, Massachusetts, New Mexico, Texas, and Wisconsin. Centaurus Financial, Inc., and Catalina Wealth Management are not affiliated.