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Frances M

Series 66, Series 63

Costa Mesa, CA

Centaurus Financial, Inc.

Frances Maniscalco is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Pinnacle Financial Resources, MML Investors Services, and PNC Bank. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches, offering both discretionary and non-discretionary management, and features 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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Charles M

Series 66

Costa Mesa, CA

Centaurus Financial, Inc.

Charles Munoz is a financial advisor with Centaurus Financial, Inc. in Costa Mesa, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Centaurus Financial since 2005. Munoz teaches retirement planning at Santiago Canyon College and serves as a board member of a local homeowners association. Centaurus Financial, Inc. provides advisory and brokerage services to a broad 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 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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