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Randy P

CFP®, Series 63

Thousand Oaks, CA

Centaurus Financial, Inc.

Randy Podell is a CFP® with 37 years of industry experience, currently serving at Centaurus Financial, Inc. since 1994. He has been self-employed since 1988 and maintains a non-investment related business as an agent providing health and insurance-related services. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations, utilizing a variety of portfolio management and financial planning strategies through its CLASSIC Plus platform.

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