2017 Centaurus Financial Wealth Management Conference

Centaurus Financial Investment Adviser Representatives Complete Three Days of Professional Education and Training at the 2017 Centaurus Financial Wealth Management Conference

In News by Jonathan Penaloza

Anaheim, California – Over 170 financial advisers, exhibitors and other industry experts were in attendance at the 2017 Centaurus Financial Wealth Management Conference from September 27-29 in San Diego, California. The conference featured an educational forum for financial advisers to increase their industry knowledge with a specific focus on investment advisory and wealth management services.

The 2017 Centaurus Financial Wealth Management Conference provided advisers with the opportunity to network with other financial professionals from across the country over a three-day curriculum. The conference featured financial services training and education related to investment advisory services, estate planning, risk management, and a global overview of the economy. Also featured at the conference were keynote presentations from Elyse Archer, Professional Leadership Coach, Paul Karasik, President of Financial Advisor Coaching Institute and Wholesaler Institute, and Paul Reisz, CFA, CPA, Executive VP and Product Strategist for PIMCO.

“The conference was a tremendous success as it gave advisers the ability to sharpen their skills and receive very timely financial planning information to better assist and serve their clientele. We believe that ongoing education and training is paramount in helping clients reach their financial objectives and goals.” said John Adams, CFP®, Chief Advisory Officer for Centaurus Financial, Inc.

About Centaurus Financial, Inc.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities, investment advisory services and insurance products. Centaurus is a Registered Investment Adviser with the Securities & Exchange Commission (SEC) and is a member of both FINRA (the Financial Industry Regulatory Authority) and SIPC (the Securities Investor Protection Corporation). For Registered Representatives, Financial Advisers or insurance agents interested in joining Centaurus Financial, please visit Centaurus Financial’s website for financial professionals at www.joincfi.com or contact Tesh Lokumal at (800) 880-4234.