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Featured Business Financial Advisor in Tucson, AZ
Tucson Financial Advisors
Catalina Wealth Management
1660 E River Rd, Suite 180
Tucson, AZ 85718
(520) 298-1900
“For your now, your future, and your legacy!”
Advisor Profile
Otto Bohon
Name:  Otto Bohon
Phone Number:  (520) 298-1900
Website:  Visit Website
Disclaimer
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, Alabama, California, Colorado, Florida, Maryland, Nevada, New Mexico, New York, North Carolina, Pennsylvania, Texas, and Virginia. Centaurus Financial, Inc., and Catalina Wealth Management are not affiliated.

About Catalina Wealth Management

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.
 

General Information

States Willing to do Business in:    Mount Lemmon,Oracle,Rillito,Sahuarita,Tucson,Southern Arizona
States Licensed in:    AZ, CA, CO, NM, NY, IL, TX, GA, FL, NV, OR, ML, and WA
CRD#:    5677597
Firm CRD#:    30833
Number of Years with Current Firm:    7
Years of Experience in Financial Services:    14
Name of Custodial Firm:    TD Ameritrade & Pershing LLC
Name of Broker/Dealer:    Centaurus Financial Inc
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Property, Life, Casualty, Annuity
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    MBA
 

Firm Information

Assets Managed by Advisor:    $240,000,000
Assets Managed by Firm:    $380,000,000
Firm's Number of Managed Clients:    800+
Firm's Number of Planning Clients:    200+
Firm's Number of Clients:    1000+
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Registered Representative:    Yes
 
 
 

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