Understanding and properly managing every facet of your finances is challenging when each of your advisors is only focused on his or her area of expertise. Centara Capital utilizes a team approach to assist our clients in the management of their wealth. Our group of Certified Public Accountants, Certified Financial Planners, Financial Analysts, Insurance Professionals, Real Estate Consultants, Relationship Managers and Estate Planning Attorneys work together to provide our clients with top-tier coordinated wealth management.
The Centara Group of Companies
Centara Capital Securities, Inc. A Broker/Dealer Member FINRA/SIPC
Centara Real Estate Services, Inc. California Licensed Real Estate Broker
Centara Legal Group, APC An Estate Planning Law Firm
Call to schedule a free consultation with a Centara Capital Relationship Manager. Come in and experience the power of collaboration.