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 an

In 2017, the state and local tax (SALT) deduction was capped. This severely impacted the taxes for many people, especially the high-income earners in high-income-tax states. In this episode, Roby Kotc

Section 1202 of the IRS code can potentially save eligible business owners millions of dollars in taxes. However, it is an underutilized section as few business owners know how to successfully impleme

At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just good enough and 2) Steps that actually move the needle and make a measurable difference in yo

Historically, many Americans have been quite charitably inclined. If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize you

Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to se

The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes. One such alternative asset class is priva

Selling a business is a complex process. You need to tackle several types of taxes. You need to effectively invest the proceeds. Finally, you also need to overcome the emotions of letting go of your b

Given the current market gyrations, we are often asked by clients, What are we doing to manage risk? And how does it impact our portfolios? In this episode, Roby Kotcamp, Senior Wealth Advisor, and

Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable