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Alyssa M

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Lucas D

Series 63, Series 66

Anaheim, CA

Centaurus Financial, Inc.

Lucas Dipietro is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Centaurus Financial since 2016 and previously worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. Outside of advising, he serves as a board member and treasurer for the Right to Life League of Southern California, where he consults on finance and budgeting matters. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, and nonprofits. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, employing a range of analytical approaches and both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Allison D

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Allison Donecker is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as President of Your Family Bank, a business focused on using whole life insurance strategies to help clients eliminate debt. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and annuity account management, employing both discretionary and non-discretionary approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Richard M

Series 63

Anaheim, CA

Centaurus Financial, Inc.

Richard Means is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 43 years of industry experience. Prior to joining Centaurus Financial in 2019, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company for more than four decades. In addition to his advisory role, he serves as President of CRMA Insurance & Financial Services, focusing on fixed insurance products, and provides financial review services for Anaheim Rod & Custom, Inc. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements. The firm employs a range of investment analyses and supports specialized services such as advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Seyed Ahmad H

Series 63, Series 66

Anaheim, CA

Centaurus Financial, Inc.

Seyed Ahmad Hashemian is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Centaurus Financial since 2009 and has operated Capital Aspects since 1987. Outside of his advisory work, he serves on the board of the Brookhollow Office Park Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and retirement-plan consulting, using a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Kevin L

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Kevin Lee is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at Newport Coast Securities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Marc L

CFP®, Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Marc Linsky is a CFP® with 40 years of experience in the financial services industry. He is currently with Centaurus Financial, Inc., where he has worked since 2022. His prior experience includes roles at Concourse Financial Group Securities, ProEquities, and Concorde Asset Management. Outside of his advisory work, he is president of E Street Financial, a non-investment-related entity used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Ronald B

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Ronald Burkard is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and 65 credentials and has worked at Centaurus since 2005. Outside of his advisory role, he is involved in acting, participating in movies, TV shows, and commercials. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Joel A

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Joel Archer is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Summit Brokerage Services. Archer is also the owner of Archer Financial Services LLC, a marketing DBA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Garrick G

Series 63, Series 66

Anaheim, CA

Centaurus Financial, Inc.

Garrick Gookin is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Centaurus in 2018, he worked at Questar Asset Management and Questar Capital Corporation from 2012 to 2018. Outside of his advisory role, he owns and operates South Placer Tax & Bookkeeping Services and manages a notary business; he also runs a seasonal service installing holiday lights for elderly clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs a blend of fundamental and technical analysis and supports both discretionary and non-discretionary investment arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Anissa A

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Anissa Attard is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2012. Outside of her advisory role, she is involved in coaching mindset programs through Strong Confident Living and owns Integrite Insurance Group, which sells group benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Nathan P

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Sean B

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Randall H

CFP®, Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Randall Huntimer is a CFP® with 34 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following 13 years at GENEOS Wealth Management Inc. and ongoing tenure at Schooner Financial Associates since 1995. Outside of advisory work, he is president of Starfire Financial, a property and casualty insurance business. Centaurus Financial, Inc. serves a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through both discretionary and non-discretionary arrangements, utilizing a range of analytical approaches and third-party resources.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Christopher C

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jonathan P

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Jonathan Penaloza is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with seven years of industry experience. He has worked at Centaurus Financial since 2018 and previously was employed at Footprints Behavioral Health and California State University, Long Beach. Outside of his advisory role, he is involved as a property and casualty insurance agent at CGM Risk Management. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management through multiple platforms and employs both discretionary and non-discretionary investment arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Kathleen Z

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Kathleen Zwickl is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 14 years of industry experience. She holds a Series 66 credential and has been with Centaurus since 2015. In addition to her advisory role, Kathleen provides life and legacy coaching focused on helping individuals and families uncover their gifts and preserve wealth across generations. Centaurus Financial, Inc. delivers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Osvaldo C

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Osvaldo Cisneros is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Centaurus Financial since 2020, with prior roles at Pruco Securities LLC and the University of California, Irvine. Outside of his advisory work, he owns an online blog called Socratic Speech and a related podcast named I Think, Therefore I Pod. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary investment arrangements with varied analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Regina F

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Regina Frias is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Vanderbilt Financial Group and Prosperity Builders, Inc. In addition to her advisory role, she serves as a marketing representative for a legal services network focused on educating clients about living trusts and advanced estate planning. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements utilizing both fundamental and technical analysis.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jerome D

Series 63

Anaheim, CA

Centaurus Financial, Inc.

Jerome Duhovic is a financial advisor with Centaurus Financial, Inc. and Pacific Point Securities, LLC, holding a Series 63 credential and 32 years of industry experience. He also works as a marketing and training consultant for non-investment-related firms. Centaurus Financial serves a wide range of clients, offering advisory and brokerage services with a mix of discretionary and non-discretionary portfolio management, employing various analytical approaches and providing specialized financial planning and retirement consulting.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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