Tucson, AZ E. Sunrise Drive Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

4

Of 426 advisors across 197 offices

Location

3567 E. Sunrise Drive, Suite #101

Tucson AZ 85718

Advisors at this office

4

Advisors at this office

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Sean B

Series 63, Series 65

Tucson, AZ

Centaurus Financial, Inc.

Sean Bennett is a financial advisor at Centaurus Financial, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Centaurus Financial since 2017 and also maintains an affiliation with Catalina Investments. Outside of his advisory role, he is involved in offering group health insurance policies and term life insurance sales, and he serves as a notary public. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm provides a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches and third-party resources.

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

Series 66

Tucson, AZ

Centaurus Financial, Inc.

Stephen Rodgveller is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 license and bringing 16 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at St. Bernard Financial Services, Inc. Rodgveller operates under the DBAs Modern Wealth Management Group LLC and Friendly 401k for branding and marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, 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 allowing both discretionary and non-discretionary management 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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Eduardo C

Series 66

Tucson, AZ

Centaurus Financial, Inc.

Eduardo Cervantes is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, NA. He serves as a board member of the American Pediatric Surgical Nurses Association. 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 specialized advisory services, 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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Michelle A

Series 66

Tucson, AZ

Centaurus Financial, Inc.

Michelle Anthony is a financial advisor with Centaurus Financial, Inc., holding a Series 66 designation and 22 years of industry experience. She has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as a board member for the Arizona Financial Academy, a nonprofit focused on financial literacy, where she volunteers to teach adult financial literacy classes. 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, and retirement-plan consulting through a variety of platforms and employs a mix of analytical approaches with discretionary and non-discretionary management 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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