Stephen Centurioni
Trading-Equity bij Beacon Retirement Planning Services, Inc.
Profiel
Mr. Stephen Centurioni is an Associate at Beacon Retirement Planning Services, Inc. He joined Beacon Financial Group after spending two years at Strategic Wealth Planning as a Senior Financial Analyst in the Dallas area.
Prior to moving to Dallas, he served ultra-affluent clients in Los Angeles in the areas of taxation and wealth management.
He focused on serving the planning needs of both individuals and family-owned business owners, specializing in advising families on how best to manage these assets in the context of their personal wealth and taxation.
During his tenure in wealth management, he advised many clients on the complex issues related to events such as succession of the business, mergers, acquisitions, and initial public offerings, and helped many of them successfully transition to managing their wealth.
He does not offer Securities or Investment Advisory Services.
Actieve functies van Stephen Centurioni
Bedrijven | Functie | Begin |
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Beacon Retirement Planning Services, Inc.
Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | Trading-Equity | 01-12-2010 |
Opleiding van Stephen Centurioni
Pepperdine University | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Beacon Retirement Planning Services, Inc.
Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | Finance |