Centara Capital Management Group Inc. is a wealth management firm that coordinates the expertise of in-house CFP professionals, CPAs and Attorneys to serve the distinct planning needs of affluent families. The company is an SEC registered Investment Advisor. Centara Capital Management Group Inc. provides comprehensive wealth management services to more than 1,200 clients through its financial and tax planning divisions. Some of its services include investments, tax consulting, estate planning and financial planning. The company provides estate planning services through Centara Legal Group, APC.
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Hours
Regular Hours
Mon - Fri:
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TollFree: 888-599-4600

Neighborhoods
University City, La Jolla Commons, Northern San Diego
Categories
Attorneys, Taxes-Consultants & Representatives
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