Irvine, CA Oak Canyon Drive Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

5

Of 427 advisors across 196 offices

Location

6201 Oak Canyon Drive, Suite #200

Irvine CA 92618

Advisors at this office

5

Advisors at this office

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Scott S

Series 63

Irvine, CA

Centaurus Financial, Inc.

Scott Schiffer is a financial advisor at Centaurus Financial, Inc. in Irvine, CA, with 27 years of industry experience. He holds a Series 63 designation and has been with Centaurus since 1998. In addition to his advisory role, Schiffer is a senior partner at Kieckhafer Schiffer LLP, a certified public accounting firm where he oversees client tax matters and supervises accountants. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements supported by a mix 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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Ray V

Series 66

Irvine, CA

Centaurus Financial, Inc.

Ray Valencia is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Enterprise, The Prudential Insurance Company of America, Kovack Securities, and Csenge Advisory Group. He is also an insurance agent specializing in life, long-term care, disability, and health insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using 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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James K

Series 63, Series 65

Irvine, CA

Centaurus Financial, Inc.

James Kieckhafer is a financial advisor at Centaurus Financial, Inc. in Irvine, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus since 1998. In addition to his advisory role, he is a partner at Kieckhafer, Lane & Schiffer LLP, providing CPA services, tax consulting, and attest services. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, businesses, and trusts. The firm provides financial planning, portfolio management, and specialized retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with various investment analysis techniques and overlay programs.

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

CFP®, Series 63, Series 65

Irvine, CA

Centaurus Financial, Inc.

Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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

Series 66

Irvine, CA

Centaurus Financial, Inc.

Ian Hornstein is a financial advisor with Centaurus Financial, Inc. in Irvine, CA. He holds a Series 66 designation and has 17 years of industry experience. Since 2007, he has also worked as a tax manager at Kieckhafer, Schiffer and Company LLP, focusing on tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, and specialized retirement-plan consulting through multiple investment platforms and employs a mix 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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