Recently, we had a great addition to our team!
In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer.
In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and professional journey. Seth also shares his future plans with the firm and the type of clientele he aims to serve.
- His major personal and philanthropic interests
- How he fits into Centura Wealth Advisory’s broad bench of professionals
- The niche markets that he specializes in serving (both nationally and locally)
- What motivated him to join the team at Centura Wealth Advisory
- And more
Connect With Seth Meisler:
Book Time with Jonathan Freeman:
Connect With Centura Wealth Advisory:
About Our Guest:
Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory in January 2022 as a Senior Wealth Advisor. With 15 years of experience as a financial advisor and Chief Investment Officer, Seth helps clients reach their financial goals by offering strategic financial planning, tax planning, and investment management solutions. Seth is a member of the CFA Institute of Minnesota (CFAMN), the Minnesota Society of CPAs (MNCPA), the Financial Planning Association of Minnesota (FPAMN), and the American Institute of Certified Public Accountants (AICPA). Seth is also a member of Ed Slott’s Master Elite IRA Advisory Group, where he studies the complexities of IRAs in order to help his clients with tax and distribution strategies. Seth has been published in Marketwatch.com and in Forbes.