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San Diego Financial Advisors
Centura Wealth Advisory
3570 Carmel Mountain Road, #220
San Diego, CA 92130
(858) 771-9500
“Liberate Your Wealth with Planning, Precision and Purpose”
Advisor Profile
Jonathan Freeman
Name:  Jonathan Freeman
Website:  Visit Website

About Centura Wealth Advisory

Centura Wealth Advisory was started with a common vision of its founding members who have been advising clients together for over a decade.

Create an independent advisory firm which goes above and beyond traditional money management to bring only the best value added solutions to our clients; and not be all things to all people.

Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.

We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan.

Headquartered in San Diego, California, Centura is passionate about our client?s objectives and owns the fiduciary responsibility of protecting their interests.

We strive to be the best in our chosen lines of business, not the biggest.
 

General Information

CRD#:    6995923
Firm CRD#:    296985
States Willing to do Business in:    Bonita,Bonsall,Carlsbad,Chula Vista,Coronado,El Cajon,Encinitas,Escondido,La Jolla,La Mesa,Lakeside,Lemon Grove,National City,Oceanside,Poway,Ramona,Rancho Santa Fe,San Diego,San Marcos,Santee,Solana Beach,Spring Valley,Valley Center,Vista,National
Work Experience:    Firm advisors have several decades of experience and most are CFP certified professionals. We specialize in maximizing your wealth plan, while minimizing the drain from taxes.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Commodities, Mutual Funds, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Annuities, Options & Futures, Bonds
I can meet clients in the following ways:    Via email, At my office, Video Conference, Via phone
 

Firm Information

Advisor's Number of Clients:    200
Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    50
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $1,000,000
 
 
 
Prepared By: Jonathan Freeman

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