![Stephen Centurioni](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Società | Posizione | Fine |
|---|---|---|
Beacon Retirement Planning Services, Inc.
 Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon utilizes a combination of fundamental, technical and cyclical methods of analysis. They follow a rigorous and detailed planning process to create a diversified portfolio aimed at meeting client objectives. The firm primarily allocates client assets among various mutual funds, ETFs, individual publicly traded debt and equity securities, and independent managers in accordance with their stated investment objectives. | Trading-Equity | 01/12/2023 |
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Aziende private
| Aziende private | 2 |
|---|---|
Pepperdine University
 Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beacon Retirement Planning Services, Inc.
Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon utilizes a combination of fundamental, technical and cyclical methods of analysis. They follow a rigorous and detailed planning process to create a diversified portfolio aimed at meeting client objectives. The firm primarily allocates client assets among various mutual funds, ETFs, individual publicly traded debt and equity securities, and independent managers in accordance with their stated investment objectives. | Finance |
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