Costa Mesa, CA Bristol Street Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

2

Of 424 advisors across 195 offices

Location

2900 Bristol Street, Suite #A 107

Costa Mesa CA 92626

Advisors at this office

2

Advisors at this office

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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. in Costa Mesa, CA, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Company, PNC Bank, Zillow Home Loans, Bank of America, and Toll Brothers. 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 the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing 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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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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