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 …
Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates. During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns? Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this …
One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. And who better to talk about the client experience than one of our current clients? In this episode, Roby Kotcamp interviews our client David Pann, who has held …
Are you looking for lucrative real estate opportunities in Southern California? If yes, then this episode is for you. In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices. Eric shares insights on the current commercial real estate landscape in Southern California, along with …
If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position. So, what should you do when a major portion of your wealth is tied up in a single stock? Sean Clark, Director …
Do you want to diversify your portfolio by investing outside of the U.S. markets? If yes, then it is time to take a look at private equity investment opportunities in one of the biggest emerging markets — India. In this episode, Derek Myron is joined by Manu Rikhye, partner at GrowX Venture Management. They talk …
Once you understand cryptocurrency and its different applications, the next big question is: How can you start investing in it? In part two of this two-part miniseries, Kyle Malmstrom is back with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the world’s largest crypto index fund manager. They walk you through the different platforms …
The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world. Yet, if you have no idea what cryptocurrency is and how blockchain technology works, you’re not alone! In part one of this two-part miniseries, Kyle Malmstrom speaks with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, the …
The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impact on your wealth transfer, in case it is passed. In this episode, Derek Myron and Kyle Malmstrom dive into …
Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company? In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better …