Our Team

Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Masters of Business Administration (MBA) are the credentials held collectively by the tax and finance professionals at Centurion Wealth Advisors.  In addition, our firm has over 40 years of successful combined experience, so our clients can rest assured with the high level of financial expertise that we provide.

Licensed professionals serve as the primary points of contact for all of our clients. We believe that by having direct contact with a CFP® professional or a CPA to answer questions, mitigate concerns and visualize aspirations, our client’s confidence in achieving their goals is enhanced.

Our firm’s areas of expertise include holistic financial planning, tax preparation and tax planning, investments and wealth management, as well as, risk management strategies.  However, to expand our knowledge base, we partner with other specialized professionals who understand our commitment to prioritize the needs of our clients.  For example, we have a reputable network of attorneys, bankers and mortgage brokers that prove resourceful when our clients have specific needs for legal advice or capital resources.

At Centurion Wealth Advisors, your family is our business! Our purpose is to serve as your financial resource, your financial advocate, and the primary source of financial advice and information for you and your family. We work hard at partnering with you to create a financial strategy designed to meet your needs today, yet flexible enough to adjust as you and your family experience changes in the future. We are committed to giving you and your family personalized attention so you can achieve each of your goals. 

Our Values