Anaheim, CA E. Katella Avenue Office

Eric Johnson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Centaurus Financial since 2010. Outside of his advisory role, he is also engaged in fixed insurance sales as an insurance agent. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with discretionary and non-discretionary arrangements.

Margaret Kelly is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. She holds a Series 66 designation and has operated Kelly and Associates since 2011, where she is also involved in tax preparation as an enrolled agent. 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 both discretionary and non-discretionary portfolio management and utilizes a variety of investment analysis approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Douglas Misterly is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 33 years of industry experience. He has been with Centaurus Financial since 2005 and also has a long tenure at Industrial Alliance Pacific Blue Cross starting in 2000. Outside of his advisory role, he is a licensed captain and owner of a sailboat charter business on weekends and serves as a volunteer member of the City of Huntington Beach Investment Advisory Board. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of fundamental and technical analysis and provides both discretionary and non-discretionary investment services.

Walter Goeltz III is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following six years at H.Beck, Inc. Outside of his advisory role, he is involved with several business entities related to tax planning and payroll services. Centaurus Financial, Inc. serves 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 through a combination of discretionary and non-discretionary arrangements, employing both fundamental and technical investment analyses.

James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. 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 variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

Cameron Woodbury is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation. Outside of his advisory role, Woodbury owns and operates a tax preparation and planning business and serves as controller at Glorietta Management Group, which provides business and personnel management solutions to niche companies. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches, including discretionary and non-discretionary portfolio management, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Chad Turner is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has operated Chad R. Turner & Associates, Inc., an accounting practice, since 1983. In addition to his advisory work, Turner is involved in the sale and service of health and life insurance contracts and has a background as a real estate broker. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Alfred Rivera is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Centaurus Financial since 2017 and was previously with S2K Financial, LLC. 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, employing both discretionary and non-discretionary arrangements supported by a variety of analytical approaches.

Kenneth Mccabe is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Centaurus Financial since 2011. 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, employing both discretionary and non-discretionary arrangements.

James King Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Crown Capital Securities, Lp, Questar Capital, and Allianz Life of North 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 through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Alexis Melchor is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing fundamental, technical, and model-based investment approaches.

Patrick Vahid is a Series 66 licensed financial advisor with 14 years of industry experience, currently associated with Centaurus Financial, Inc. since 2018. He previously worked at Axa Advisors, LLC from 2012 to 2018. Outside of his advisory role, Vahid is involved in property and casualty insurance sales and leads educational workshops on trust and estate planning through his position as president of Strandlife Wealth Management. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment strategies and provides both discretionary and non-discretionary services through platforms such as CLASSIC Plus and FlexUMA.

Amir Kiani is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Elevate Wealth Management, LLC and Stratton Group - Keller Williams Southern Arizona. Outside of his advisory role, Kiani is involved in real estate referral and business services related to tax preparation and estate planning. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

Jeffrey Hobert is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been with Centaurus Financial since 2015 and operates Hobert Wealth Management as a branding entity. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical approaches and specialized services, including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.