Centura Wealth Advisory
Centura Wealth Advisory is seeking experienced firm owners and advisors to join its expanding platform, offering a sophisticated framework for serving high-net-worth and ultra-high-net-worth clients. The role involves transitioning existing client relationships to a fee-based planning platform, leading complex financial conversations, and collaborating with internal teams to deliver comprehensive tax, investment, and estate strategies. This position focuses on growing and retaining assets under management while maintaining a client-centric approach.
Headquarters
San Diego, California, United States
Company Size
11-50 employees
Founded
2018
Centura Wealth Advisory specializes in sophisticated tax strategies combined with comprehensive wealth advisory services. They work with clients whom they believe can receive exponential value from targeted tax optimization and strategic financial guidance. The firm emphasizes bespoke, value-driven solutions designed to align tax strategy with broader wealth management goals. By leveraging tax expertise and advisory support, Centura Wealth helps individuals and businesses optimize outcomes and preserve wealth.
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 Centura Wealth Advisory.
Centura Wealth Advisory didn’t post a salary, so this is our estimate from similar listings.
55% above the average for this role