Centura Wealth Advisory

Derek Myron is a CFP® professional with 24 years of experience in financial advisory. He is affiliated with Centura Wealth Advisory and has previously worked with DW Advisors LLC (dba CCG Advisors). Outside of advisory services, he serves as president of the Centura Foundation, a nonprofit organization. Centura Wealth Advisory provides financial planning, investment management, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $769 million in assets using customized portfolios that include mutual funds, ETFs, alternative investments, and allocations to independent managers, with a focus on continuous monitoring and fiduciary responsibility.

Peter Staab is a financial advisor at Centura Wealth Advisory with two years of industry experience. He holds a Series 65 designation and previously worked at the National Sports Forum before joining Centura Wealth Advisory in 2022. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets across several hundred client relationships, using a customized investment approach that includes mutual funds, ETFs, alternative investments, structured products, and independent managers.

Matthew Cayelli is a financial advisor at Centura Wealth Advisory with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including CCG Wealth Management LLC and Atria Wealth Solutions. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets and customizes portfolios using mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers, offering both discretionary and non-discretionary account management.

Matthew Griffith is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Centura Wealth Advisory since 2019. He previously worked at Reilly Financial Advisors for eight years. Griffith holds volunteer board positions with two charitable organizations focused on youth and community support. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and customizes portfolios using a variety of investment vehicles, offering both discretionary and non-discretionary account management.

Raleigh Watson is a financial advisor at Centura Wealth Advisory with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AllianceBernstein L.P. for nine years before joining CCG Wealth Management LLC. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and employs a customized investment approach that includes mutual funds, ETFs, alternative investments, and allocations to independent managers.

Rachel Self is a financial advisor at Centura Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and A Plus Review. Outside of her advisory career, she has experience in pet grooming and academic settings. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets, using diversified portfolios that include mutual funds, ETFs, alternative investments, structured products, and allocations to unaffiliated independent managers.

Evan Fitzpatrick is a financial advisor at Centura Wealth Advisory with 11 years of industry experience and holds a Series 66 designation. He has previously worked at Merrill, UBS Financial Services Inc., Interchange Capital Partners, and Osaic FA, Inc. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets, primarily on a discretionary basis, and employs a customized investment approach that includes mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers.

Samantha Lawrence is a CFP® professional with three years of industry experience, currently with Centura Wealth Advisory. She previously worked at CCG Wealth Management, LLC, Velocity Commercial Mortgage, and Anderson Jewelers. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a customized portfolio approach using mutual funds, ETFs, alternative investments, and independent managers, managing approximately $769 million in regulatory assets.

Joshua Nunn is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding the ChFC® designation and Series 66 license with seven years of industry experience. He previously worked at Financial Sense Securities, Inc. and CCG Wealth Management LLC. Outside of his advisory role, Nunn is involved in religious and charitable organizations as a creative director for Beach Chapel and a musician for Movement Church. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and customizes portfolios using a mix of mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers.

Jacob Shiffrin is a CFP®-certified financial advisor at Centura Wealth Advisory with two years of industry experience. He previously worked at TrueNorth Wealth and CCG Wealth Management LLC, and has a background that includes roles in education. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets and customizes portfolios using a range of investment vehicles, including mutual funds, ETFs, alternative investments, and allocations to unaffiliated independent managers.

Sean Clark is a financial advisor at Centura Wealth Advisory in San Diego, CA, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Centura since 2017. His prior experience includes roles at National General Insurance Services and State National Companies. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, customizing portfolios with mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers.

David Martinez is a financial advisor at Centura Wealth Advisory in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at CCG Wealth Management LLC, FSC Securities Corporation, and The Retirement Group LLC. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, offering financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets, employing a customized investment approach that includes mutual funds, ETFs, alternative investments, structured products, and allocations to independent managers.

Parshad Singh is a CFP® professional with 17 years of experience in the financial advisory industry. He currently works at Centura Wealth Advisory and has previously held roles at CCG Wealth Management LLC, Moneta Group Investment Advisors, Mercer Global Advisors Inc., Singh Advisory, LLC, Financial Steward Associates, LLC, and LPL Financial. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, offering customized portfolios that include mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to independent managers.

Curtis Custard is a CFA® charterholder currently with Centura Wealth Advisory in San Diego, CA. He has prior experience with CCG Wealth Management LLC, Newton Investment Management, and UBS Asset Management, totaling over a decade in the investment industry. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, consulting, investment management, and retirement plan advisory services, managing approximately $769 million in regulatory assets across several hundred client relationships.

Zoe Rubendall is a financial advisor at Centura Wealth Advisory with six years of industry experience. She holds a Series 65 credential and has worked at CCG Wealth Management and Nordstroms prior to joining Centura. Outside of her advisory role, she is involved in the sale of commission-based insurance products. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and employs a customized investment approach combining mutual funds, ETFs, alternative investments, structured products, and independent managers.