Tag Archives: Client Experience

Centura Client Experience from Retired Executives Point of View (Ep. 64)



Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018).

In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client experience at Centura. Chuck provides insights into the wealth management approach adopted by Centura and how it has improved his financial well-being over the years.

Chuck discusses:

  • The challenges he and Mary Ann faced while managing wealth on their own
  • How Centura advisors helped him in estate planning, tax planning and balance sheet optimization
  • How alternative investments contributed to his financial goals
  • Why he was able to assist in his daughter’s business without taking a hit on his own financial position
  • And more

Resources:

Connect With Centura Wealth Advisory:

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.


Centura Client Experience from Retired Executives Point of View (Ep. 60)



Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors.

In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey which includes comprehensive tax planning, estate planning, balance sheet optimization, and cash flow planning.

Aubrey and Lori discuss:

  • Major pain points they uncovered during their discovery process
  • How they have benefited from trusts (e.g. CLATs) and various alternative investments
  • Balance sheet items that caused maximum problems — and how they addressed them
  • Their advice to executives who are trying to manage wealth on their own
  • And more

Resources:

Connect With Centura Wealth Advisory:

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.




The Client Experience at Centura Wealth Advisory With Our Client Marilyn Daniels (Ep. 57)



After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client.

In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial picture has evolved over the years.

Marilyn discusses:

  • Major wealth transfer challenges she faced while inheriting her parents’ estate
  • How financial planning has contributed to her charitable endeavors
  • How Centura’s team of professionals helped her overcome the complexity of wealth management
  • Her best and worst investments — and what she learned from them
  • And more

Resources:

Connect With Centura Wealth Advisory:

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.




The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)



We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years.

In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. Tina provides a glimpse into what it’s like to work with Centura Wealth Advisory (Centura) and how our Liberated Wealth® Process has helped her secure her financial future.

Tina discusses:

  • Why she doesn’t manage her own wealth, despite having a strong financial background
  • Her experience of working with multiple professionals on the Centura team
  • The biggest financial lessons she gained as our client
  • Her advice to other individuals who are in a similar financial position as hers
  • And more

Resources:

Connect With Tina Daniels:

Connect With Centura Wealth Advisory:

About Our Guest:

Tina Daniels is a current client of Centura Wealth Advisory. Tina is a marketing industry leader – a digital veteran successfully driving internal and external corporate growth. She has designed and led innovative, multi-faceted engagements with Fortune 500 companies, developed online business and marketing strategies, created advertising campaigns and offered unique performance analyses. Tina’s experience spans agency, publisher, and technology companies, where she’s achieved success in both corporate and startup environments.

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.


What It’s Like to Work With Centura Wealth Advisory With Our Client David Pann (Ep. 51)



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 executive positions at major tech companies like Microsoft, Yahoo!, and Netscape, and is currently on the path to retirement. David shares his experience in using Centura Wealth Advisory’s Liberated Wealth® process.

David discusses:

  • How his goals and priorities shifted while advancing his career and accumulating wealth
  • Reasons to bring in professionals instead of managing your own finances
  • How he benefits from Centura Wealth’s holistic, process-driven approach (with examples)
  • His advice to other high-net-worth individuals looking for efficient wealth management
  • And more

Resources:

Connect With David Pann:

Connect With Centura Wealth Advisory:

About Our Guest:

David Pann is a current client of Centura Wealth Advisory. Having been a senior SaaS & global search advertising software executive, David Pann has expertise in R&D, product management, marketing, online marketplace design, & multi-channel field enablement & operations to create scalable solutions & businesses.

 

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.