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centurawealthadvisory.com
This role delivers white-glove service to high-net-worth and ultra-high-net-worth clients by providing sophisticated tax planning, wealth transfer strategies, and balance sheet optimization. The position serves as the subject matter expert and internal leader driving the evaluation, presentation, and execution of complex tax and wealth strategies. It involves proactive assessment and implementation of advanced federal and state tax mitigation strategies aligned with clients' multi-generational planning objectives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for centurawealthadvisory.com.
centurawealthadvisory.com didn’t post a salary, so this is our estimate from similar listings.
51% above the average for this role