After moving from China to the US in 1989 to pursue his Ph.D. in psychology at UCSD, Tony Chen transitioned from an academic in post-doctorate studies to business — becoming a lifelong entrepreneur and business owner.

Fast forward to 2019, when Tony considered exiting his business and became a client of Matt Griffith, CFP®, Senior Wealth Advisor at Centura Wealth Advisory (Centura).

In this episode, Matt interviews Tony about his experience as Centura’s client moving through the Liberated Wealth Process®.

Matt and Tony discuss:

• Tony’s personal and professional background as a lifelong entrepreneur
  
• What pre- and post-LOI planning looked like for Tony’s business sale
  
• The importance of having a professional team in place
  
• How Centura’s team guided Tony through wealth management (including alternative investments)
  
• Tony’s advice for business owners contemplating a future business sale
  
• And more
  

Resources:

• Centura Wealth Advisory’s Liberated Wealth® Process
  

Connect With Matt Griffith:

• LinkedIn: Matt Griffith
  

Connect With Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory
  

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.