Centara Capital Management Group, Inc.
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- Firms:
- Centara Capital Management Group, Inc.
- Sponsors
-
- Address:
-
8880 Rio San Diego Drive, 4th Floor, San Diego, CA 92108, USA
- Corporate Phone:
- Local: (619) 398-1700, Toll Free: (888) 599-4600
- Email:
- Contact Firm
- Website:
- http://www.centaracapital.com
Centara Capital Management Group, Inc. is a boutique wealth management firm that coordinates the expertise of in-house CFP® professionals, CPAs and Attorneys to serve the distinct planning needs of affluent families. Our comprehensive goal development process enables us to construct sophisticated solutions tailored to achieve each family's unique financial and estate planning objectives.
Located in San Diego since 2001, Centara provides comprehensive wealth management services to more than 1,200 clients through its financial and tax planning divisions and through the estate planning services provided by Centara Legal Group, APC. Today, Centara employs more than 25 professionals, including Financial Advisors, Certified Financial Planner™ Professionals, Portfolio Managers, and Certified Public Accountants.
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