Working With Centura: Candid Feedback From Our Client Charlie Neer (Ep. 97)
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Coming from a humble background, Charlie Neer experienced financial turmoil early in his life.
But over the years, he has found success in multiple senior executive positions at various organizations — currently as Chief Revenue Officer (US) at MiQ.
Two years ago, Charlie became a client of Centura Wealth Advisory (Centura).
In this episode, Centura’s Managing Director Derek Myron interviews Charlie, who candidly shares his client experience, pivotal moments during the journey, and how his wealth management has become better aligned with his purpose.
Derek and Charlie discuss:
- What prompted Charlie to finally seek professional financial guidance
- Centura’s comprehensive Liberated Wealth® process
- How Centura helps coordinate all aspects of wealth management (investments, estate planning, tax planning, etc.)
- Charlie’s advice to other high-net-worth individuals
- And more
Connect with Derek Myron:
Connect with Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: 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.