San Diego centered prosperity administration firm welcomes Chris Osmond, CFA, CAIA®, CFP® as their new Husband or wife & Main Investment decision Officer
SAN DIEGO, March 31, 2022 /PRNewswire/ — Centura Wealth Advisory is fast expanding and welcomes the addition of Chris Osmond, CFA, CAIA®, CFP® to the firm’s ever-rising sphere of affect to help provide clients through Centura’s special setting up and investment approaches. Osmond specializes in building and running custom investments and will direct the investment decision attempts by offering exclusive accessibility to elite option investments.
“We are psyched for Chris to be part of our workforce. We present sophisticated expenditure, tax, and estate organizing options and closely commit in technological know-how to assure our shoppers get the greatest working experience. This is a pivotal calendar year in our progress system, and Chris is a crucial addition, along with several new advisory additions,” mentioned Derek Myron, CFP®, Centura Wealth Advisory CEO.
Osmond has 18 decades of expertise in direct wealth administration. He served as Main Investment Officer for a multibillion-greenback Registered Expense Advisor in Overland Park, Kansas, exactly where he appreciably contributed to the firm’s advancement from $3.5 billion to much more than $17 billion. Chris has worked for some of the most prestigious Have faith in Prosperity Administration companies, which includes Northern Trust, US Bank Personal Prosperity Management, and BMO Harris Personal Lender.
Chris is a frequent speaker at marketplace-distinct conferences and is invited by media outlets like Bloomberg, Yahoo! Finance, CNBC.com, and Fox Business Information – to title a number of – for his insights on investments, the economy, and sustainable and responsible investing.
“I want to be that sought-after sector skilled with a real dedication to placing purchasers initially and providing advanced wealth management remedies. Signing up for Centura presents me the prospect to serve purchasers in the best fiduciary ability, though delivering special methods a combination that pretty couple of firms can supply.” states Osmond.
Centura Wealth Advisory has about ten wealth advisors supported by far more than 20 staff members nationwide. With far more than $700 million in belongings below management and swiftly rising, Centura is actively employing knowledgeable advisors from all-around the US to give shoppers increased entry to tax arranging and state-of-the-art wealth management tactics through superior applications and brain-have faith in.
Speak to: Jonathan Freeman
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