Centara Capital Group

Specialties

Centara Capital is a boutique wealth management firm that coordinates the expertise of in-​house CFPs, CPAs and Attorneys to serve the distinct planning needs of affluent families. Our comprehensive goal development process enables us to construct sophisticated solutions tailored to achieve each family’s unique financial and estate planning objectives.

History

Established in 2001.

Located in San Diego since 2001, Centara provides comprehensive wealth management services to more than 1,200 clients through its financial and tax planning divisions and through the estate planning services provided by Centara Legal Group, APC. Today, Centara employs Financial Advisors, Certified Financial Planner™ Professionals, Portfolio Managers, and Certified Public Accountants.

Meet the Business Owner

Derek M.

Business Owner

Derek Myron, CFP®

Managing Director

Co-​Founder, Centara Capital Management Group, Inc.

Derek currently leads Centara’s Consulting Team specializing in advanced estate and tax planning for high-​net-​worth families. Derek’s team focuses on helping clients establish goals and objectives, developing a comprehensive financial analysis, selecting appropriate strategies and monitoring results.

In both 2007 and 2008, Derek was recognized as a Five Star Wealth Manager: Best in Client Satisfaction™ by San Diego Magazine.

Professional Designations & Licenses:

–CERTIFIED FINANCIAL PLANNER™ Professional

–Investment Advisor Representative

–Registered Principal with Centara Capital Securities

–California Life and Health Insurance License

Education:

–1994 University of Washington, B.A., Business Administration

Affiliations:

–Member, Society of Financial Service Professionals

–Board Member, TKF Board of Trustee