Westlake Village, CA Office

Jason Coles is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He has been with Centaurus since 2017 and previously worked at Financial West Group from 2011 to 2017. Outside of his advisory role, he is involved in life and term insurance sales and occasionally assists with trust account transactions for a family friend. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary approaches, employing a combination of fundamental and technical analysis.

Patricia Kappen is a financial advisor with Centaurus Financial, Inc. in Westlake Village, CA, holding Series 63 and Series 65 designations and with 27 years of industry experience. She has worked at Centaurus Financial since 2018 and has concurrent roles at Western International Securities, Financial West Group, and San Juan Financial, Ltd. Outside of advisory work, she owns San Juan Financial, an accounting and tax preparation service that also represents clients before the IRS and other government agencies. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs a range of investment approaches and provides both discretionary and non-discretionary arrangements, with a notable use of third-party overlay managers and access to certain non-traded alternative investments.

Martin Scalzo is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial since 2017, following two years at Financial West Group. Outside of advisory work, Scalzo is involved in an estate planning team focused on educating clients about deferred sales trust strategies and is licensed as a real estate broker, handling property sales primarily for family and friends. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management with options for discretionary and non-discretionary management, utilizing fundamental and technical analyses, model overlay programs, tax-overlay services, and third-party money managers.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.