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Sonji T

Series 63, Series 66

Glen Allen, VA

Centaurus Financial, Inc.

Sonji Tucker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at J.W. Cole Financial, GF Investment Services, and American United Life. She is also involved in financial education, providing workshops and courses through EmpowerUs360, and participates in community budgeting credit workshops at Richmond Heritage Federal Credit Union. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting 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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Aaron S

Series 63, Series 65

Glen Allen, VA

Centaurus Financial, Inc.

Aaron Smith is a financial advisor with Centaurus Financial, Inc. in Glen Allen, VA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Centaurus Financial since 1996 and has held concurrent roles at Interstate Specialty Marketing, Primerica Financial Services, and Richmond Federal Credit Union. Outside of his advisory work, Smith hosts a non-interactive radio show discussing money and lifestyle topics and is an author of several financial books. He also facilitates church education meetings, teaches wealth-building modules focused on African American generational legacy, and educates federal employees on government benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning and portfolio management through the CLASSIC Plus platform, offering discretionary and non-discretionary arrangements and utilizing a mix of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

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