WEALTH MANAGEMENT ADVISERS - Key Persons

Job Titles:

• Associate
• Financial Advisor
• Personal Financial Consultant
• Registered Principal

As your financial Advisor Andrew will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As the relationship builds over time, he will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. Andrew looks forward to serving his clients long-term investment needs. Andrew is a personal financial consultant and investment advisory associate licensed with Centaurus Financial. Centaurus was first established in 1992. Centaurus is one of few organizations in existence today that offers its clients recommendations based on high professional and ethical standards not affected by corporate pressure to offer only "in-house/proprietary" products. Andrew spends his leisure time with his wife Lisa and their son Tyler. Andrew enjoys all sports, but especially enjoys the mental and physical challenges of golf. Andrew and Lisa live in Tustin and are very family oriented.

Job Titles:

• Associate
• Personal Financial Consultant
• Registered Principal

As a registered principal for Centaurus, John specializes in personal and business financial services for clients who want to build wealth and be self-sufficient now, and in the future. His partnership with his clients provides them with a service that is unique in southern California. The "degree of difference" has been instrumental in helping his clients create, enhance, and protect the financial side of their family since the early 90's. John reviews his clients ideas, goals, and financial objectives and, with their help, creates a "partnership" with his services and products to help make those dreams a reality. As the clients Personal Fiancial Consultant, he walks his clients through the maze of choices and helps them comfortably implement a plan that does not disrupt their current lifestyle. He continues to track his clients' financial progress and personally supervises changes to keep the plan on a successful course. John's clients range from individual professional practitioners to executives, athletes, actors and small business owners. The products and services he offers are customized to the needs of his clients through the placement of variable and fixed annuities, mutual funds, customized investment-based insurance products from over 150 top quality investment and banking companies in the industry. A graduate from the George Washington University of Washington D.C. with a Bachelor of Arts degree in political science, John began his financial planning practice in 1992. His enthusiasm and knowledge for the profession quickly lead him to be named "rookie of the month" and "branch advisor of the month" and in 1994, he was honored as "agent of the year" for his firm. In 2002 John was recognized with the "quantum leap branch award." John has also appeared as a guest speaker for the Mara Brown show "financial planning for individuals" and is a speaker for wealth management advisers, a consulting firm conducting financial planning workshops for corporations, associations, adult schools and colleges. John is active in civic and community affairs for the Boy Scouts of America, greater Los Angeles unified school district and is an active member of the Life Underwriters Association of Los Angeles. John is the past Chairman of the Board for the national Eagle Scout Association. John is the chief financial officer and treasurer for positive resistance a non-profit corporation. Positive resistance provides educational lectures, esteem building exercises, and internships to foster and emancipated youth, before they are transferred to group homes and foster care residences.