San Jose, CA Oakland Road Office

Zhihui Huang is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role since 2012, Huang has operated Huang & Co., CPA, providing tax preparation and accounting services since 2005. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Ryan Yee is a financial advisor with Centaurus Financial, Inc. in San Jose, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including three years at AAA Mountain West Group prior to joining Centaurus Financial in 2018. 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 and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and options such as FlexUMA and TPMM, with a notable emphasis on non-discretionary asset management.

Paul Rubel is a financial advisor at Centaurus Financial, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he was involved with Plant Flower Seeds and Buy Rare Seeds. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a variety of analytical approaches and investment options.

Damon Yee is a financial advisor with Centaurus Financial, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Centaurus in 2018, he worked at AAA Mountain West Group for five years. Outside of his advisory role, he is involved in property and casualty insurance sales and serves as CEO and president of True North Financial and Insurance Services, Inc. Centaurus Financial, Inc. serves a broad client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement consulting. The firm employs a mix of fundamental and technical analysis and provides both discretionary and non-discretionary management through platforms such as CLASSIC Plus and FlexUMA.

James Daoang is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Centaurus Financial since 2024, with prior roles at True North Advisors and AAA NCNU. Outside of advising, he is involved in property and casualty insurance sales, including home and auto insurance. Centaurus Financial, Inc. serves a diverse client base, including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm provides both discretionary and non-discretionary services and utilizes a range of analytical approaches, including fundamental and technical analysis.