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Michael M

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Michael Mullen Jr. is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for SEI Investments Management Corp and SEI Investments Distribution Company for ten years. Mullen is involved with SPIVAK FINANCIAL GROUP, a non-investment-related business used for branding purposes. 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, employing a blend of fundamental and technical analyses 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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Steven L

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Steven Lazette is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 15 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2010. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services for annuities 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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Cesar G

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Cesar Garcia is a financial advisor at Centaurus Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he has maintained involvement with HD Concreteworks since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing 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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Jusuf S

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

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

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with 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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Noreen M

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Noreen Mares is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at Centaurus Financial since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory work, she is involved with Ramos Consulting and Wealth Management Firm, a non-investment-related business. Centaurus Financial 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, utilizing a mix of discretionary and non-discretionary arrangements and multiple 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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Victoria M

Series 63, Series 65, Series 66

Anaheim, CA

Centaurus Financial, Inc.

Victoria Martin is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Centaurus Financial since 2006. In addition to her advisory role, Martin is a licensed attorney in California and owns a law practice focused on estate planning, probate, special needs conservatorships, and trust administration. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies with analysis methods that include fundamental and technical 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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Brian V

CFP®, ChFC®, Series 63

Anaheim, CA

Centaurus Financial, Inc.

Brian Vosberg is a financial advisor with Centaurus Financial, Inc., holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at Centaurus since 2009 and has operated Vosberg & Associates since 2005. Outside of his advisory work, Vosberg serves as an adjunct faculty member in the Finance, Real Estate, and Law Department at California State Polytechnic University Pomona and is involved in retirement education through various media formats. He also serves on the Citrus College Foundation Board and the Foothill Unity Center board. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements, employing a combination of fundamental, technical, bottom-up, and top-down investment analyses.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Alexander Montesinos Teran is a financial advisor at Centaurus Financial, Inc. with Series 63 and Series 65 licenses. He has one year of industry experience, joining Centaurus Financial in 2025 after three years at Bank of America. 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, employing a mix of fundamental and technical analysis with 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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James P

ChFC®, Series 63

Anaheim, CA

Centaurus Financial, Inc.

James Peters is a ChFC® with 30 years of industry experience and has been with Centaurus Financial, Inc. since 2012. In addition to his advisory role, he serves as president of Victory Financial Education, a nonprofit focused on financial education. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with 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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Timothy T

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Timothy Thompson is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2011. Outside of his advisory role, he works as an insurance agent specializing in group and individual health, disability, and term life policies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis across discretionary and non-discretionary 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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Michael H

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Michael Hollar is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 registrations and 8 years of industry experience. He previously worked at Clark & Associates Financial Services and TCFG Wealth Management. Outside of his advisory role, Hollar serves as a referee for youth soccer games through the Arizona Interscholastic Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and specialized advisory services.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various 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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Edward Z

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. 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 a range of financial planning and portfolio management services using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Michael Hamilton is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus since 2015. Outside of advising, he owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a variety of analytical approaches and model overlay programs.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Centaurus Financial since 2020, NAV ADVISORS from 2019 to 2021, and earlier positions at Arkadios Capital, Arkadios Wealth Advisors, and Balance. Outside of his advisory role, he owns Cornell Asset Management, which offers clients term life insurance and Medicare services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing 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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Kelley S

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Kelley Slaught is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Centaurus Financial since 2012 and is also involved in American Patriotic Merchandise, a business selling American patriotic promotional items. Additionally, she is the author of "The Great Retirement Mystery," which she promotes through a radio show. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services, employing a variety of investment strategies 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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Stuart S

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Stuart Spivak is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he is involved in several non-investment businesses, including a security window film and home monitoring company, a toy company, and operates an online educational class focused on 72(t) SEPP. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory services.

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

Series 63, Series 66

Anaheim, CA

Centaurus Financial, Inc.

David Martinez is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Martinez owns several businesses focused on tax preparation, legal document services, and insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers comprehensive financial planning and portfolio management with both discretionary and non-discretionary arrangements, employing a range of analytical approaches and specialized advisory services.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Michael Martinelli is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017, following prior roles at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory work, Martinelli is involved in fixed life insurance and owns Martinelli Financial Services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through platforms like CLASSIC Plus. The firm manages assets via both discretionary and non-discretionary arrangements, employing various analytical approaches and providing specialized advisory services.

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