Month: March 2025
Navigating Post-Election Exemption Planning

Navigating Post-Election Exemption Planning

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Are you prepared for the changes on the horizon with estate tax exemptions? 

Let’s discover how to plan and preserve your wealth strategically!

Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the complexities of the current transfer tax system and explore the potential impacts of upcoming changes to estate tax exemptions.

Key discussion points include:

  • Understanding the current federal estate tax exemption and its impending reduction [00:03:05]
  • The concept of portability and its significance in estate planning [00:05:42]
  • Legislative uncertainties and the risks tied to postponing estate planning actions [00:07:15]
  • Strategies tailored for different tiers of net worth to optimize exemptions [00:14:57]
  • And more!

Connect with Bryan Schick:

Connect With Dan Stolfa:

Connect With Centura Wealth Advisory:

About Our Team:

Bryan Schick joined Centura in July of 2024 as a Vice President of Insurance & Strategy. A background in accounting and mergers and acquisitions led Bryan to a career in the financial services industry. Prior to joining Centura, Bryan held senior leadership roles in large life insurance distribution groups as well as life insurance companies. Using his knowledge of the drivers in both the finance and insurance sectors, along with my deep experience in risk analysis, design structure and relationship management, he creates planning solutions for families while ensuring alignment between all the parties involved.

Dan Stolfa joined Centura Wealth Advisory in October 2024 as a Senior Wealth Advisor. With a background in law and accounting, Dan transitioned into the financial services industry 20 years ago, building a distinguished career working with families, business owners, executives, foundation leaders, board members, interim CFOs, trust fiduciaries, EOS Implementers, and high-net-worth individuals nationwide. He specializes in identifying and implementing solutions for financial planning, succession planning, and wealth management needs.
The Power of Strategic Financial Planning (Ep. 106)

The Power of Strategic Financial Planning (Ep. 106)

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Are you ready to level up your financial strategy and bring your wealth advisory team to the next level? Making the right changes can catapult your success!

In this episode, Samantha Lawrence sits down with Kyle Whissel, owner of Whissel Realty, to dive into his dynamic journey of financial growth and expansion. With a rapidly growing business and a shift to more aggressive financial strategies, Kyle shares insights on how Centura Wealth Advisory has been a game-changer in managing his wealth. From overcoming seven-figure tax bills to building a cohesive and powerful financial team, Kyle and Samantha discuss the importance of upgrading advisors as your wealth grows. Listen in for a candid conversation that covers the move from fundamental strategies to complex solutions that align with ambitious personal and professional goals.

Talking points include:

  • His transition from foundational financial planning to advanced strategies at [0:04:56]
  • The importance of building a coordinated team of advisors at [0:05:54]
  • Experiences in real estate development and innovative financial ideas at [0:12:42]
  • The benefit of leveraging Centura’s expertise to navigate complex investment opportunities at [0:16:49]
  • Insights on implementing flexible financial strategies to align with fluctuating incomes at [0:21:20]

Connect With Samantha Lawrence:

Connect With Kyle Whissel:

Connect With Centura Wealth Advisory:

About Our Guest:

Kyle Whissel has been a San Diego real estate expert since 2002, working in every facet of the industry, from property management to investing and flipping. He is the CEO and team leader of Whissel Realty Group, brokered by eXp Realty, with three locations across the county. Recognized as the #1 real estate team in San Diego by The Wall Street Journal, Kyle’s team delivers exceptional service with a client-focused approach. “Who Represents You Matters.”

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