David Reasoner Wealth Advisor Email & Phone Number

Centurion Wealth Advisors specializes in wealth and retirement planning, serving business owners (including executives, attorneys, CPA's and physicians) and retirees.Its mission is to help create, preserve, and protect wealth for our clients and their families while achieving long term personal goals. We have a disciplined goal oriented approach. In our experience superior investment returns result from developing a long term plan and adhering to it. David Reasoner is an experienced financial professional with 30 years in the business. He is the co-founder of "Centurion Wealth Advisors" with locations in Long Beach and San Francisco.David, while helping both individuals and corporations achieved the title of Vice President with both Morgan Stanley and UBS Inc. before becoming Chairman of NNMall Inc., a Silicon Valley company.Services:Strategic PlanningRetirement PlanningEstate PlanningRisk ManagementAsset ManagementFee-based Financial Planning (offered through LPL Financial)InsuranceCash Management AnalysisCustom Asset AllocationInvestment ManagementStock Option analysisBusiness Succession and Exit StrategiesSecurities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.centurionwealthadvisors.com.

Listed skills include Investments, Strategic Planning, Asset Management, Retirement Planning, and 23 others.

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  California Polytechnic State University-San Luis Obispo

  Business Administration/Finance