Centura Wealth Advisory believes in going above and beyond traditional money management to bring only the best value-added solutions to clients. To do so, they’ve brought on amazing team members who share their vision of what it means to have Liberated Wealth™.
Today, you’ll meet one of those team members, Centura’s co-chief investment officer David Cariani, CFA, CFP®. In this episode, get to know all about David and what drives him to help clients have the best planning experience — and why he’s such a good fit for the Centura team.
In this episode, you’ll learn:
- Three key finance lessons David learned while growing up
- Why David wants to maximize the value that families derive from their wealth
- David’s proudest professional achievement
- Why Centura’s team stands out from other firms
- And more!
Tune in now to learn about David Cariani and what he brings to the table at Centura Wealth Advisory!
Resources: Centura Wealth Advisory