Allentown, PA Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

3

Of 426 advisors across 197 offices

Location

3500 Winchester Road, Suite #102

Allentown PA 18104

Advisors at this office

3

Advisors at this office

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Anthony C

CFP®, ChFC®, Series 63, Series 66

Allentown, PA

Centaurus Financial, Inc.

Anthony Capristo is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2017. In addition to his advisory work, Capristo provides tax consulting and prepares tax returns through his non-investment business activities. 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 and portfolio management through its CLASSIC Plus platform, utilizing a combination of fundamental, technical, bottom-up, and top-down 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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David M

CFP®, ChFC®, Series 63, Series 65

Allentown, PA

Centaurus Financial, Inc.

David Mitchell is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with Centaurus Financial, Inc. since 2012. Outside of his advisory role, he is involved in tax consulting and the sale of fixed, non-indexed insurance products through related businesses. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutional clients. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements and 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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Ralph C

CFP®, Series 63, Series 66, Series 65

Allentown, PA

Centaurus Financial, Inc.

Ralph Capristo is a financial advisor with Centaurus Financial, Inc. in Allentown, PA, holding the CFP® designation and multiple securities licenses, with 12 years of industry experience. He previously worked at Umpqua Bank before joining Centaurus Financial in 2019. Capristo serves as an advisory council member for Misericordia University’s Business Department and is a board member of the Kutztown Rotary Foundation. Centaurus Financial, Inc. provides advisory and brokerage services to 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 with a mix 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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