Tag: Entrepreneurs
Centura Client Experience from the View of a Lifelong Entrepreneur and Business Owner (Ep. 69)

Centura Client Experience from the View of a Lifelong Entrepreneur and Business Owner (Ep. 69)

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After moving from China to the US in 1989 to pursue his Ph.D. in psychology at UCSD, Tony Chen transitioned from an academic in post-doctorate studies to business — becoming a lifelong entrepreneur and business owner.

Fast forward to 2019, when Tony considered exiting his business and became a client of Matt Griffith, CFP®, Senior Wealth Advisor at Centura Wealth Advisory (Centura).

In this episode, Matt interviews Tony about his experience as Centura’s client moving through the Liberated Wealth Process®.

Matt and Tony discuss:

  • Tony’s personal and professional background as a lifelong entrepreneur
  • What pre- and post-LOI planning looked like for Tony’s business sale
  • The importance of having a professional team in place
  • How Centura’s team guided Tony through wealth management (including alternative investments)
  • Tony’s advice for business owners contemplating a future business sale
  • And more

Resources:

Connect With Matt Griffith:

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.
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

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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.

Seth discusses:

  • 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:

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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.

 
39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

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We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better.

In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his core vision and beliefs, and how he plans to add value to our clients’ wealth management.

Roby discusses:

  • The different industries he has worked in prior to becoming a wealth advisor
  • How he specializes in helping high net worth individuals manage their wealth
  • Why Centura’s team approach offers more holistic planning compared to individual advisors
  • His philanthropic interests
  • And more

Connect With Roby Kotcamp:

Connect With Centura Wealth Advisory:

About Our Guest:

Roby Kotcamp, CFP®, PMP®, joined Centura Wealth Advisory in September 2021 as Senior Wealth Advisor. Roby has a diverse background in financial leadership and general management roles, spanning environmental services, aerospace, and financial consulting in several global locations. For the past dozen years, he has focused on helping accomplished individuals and families reach their financial objectives, including guiding entrepreneurs through purchase, growth, and liquidity events. Roby enjoys drawing on his diverse domain and global leadership experiences to assist clients in complex circumstances to build a wealth plan that enables them to visualize and achieve their highest priorities.

 

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