Personalized financial planning, customized wealth and investment management, and 401(k) fiduciary services. Invest with purpose!
| Website | https://www.centeredfinancial.com/ |
| Revenue | $6.1 million |
| Employees | 3 (3 on RocketReach) |
| Address | 701 Palomar Airport Rd Suite 300, Carlsbad, California 92011, US |
| Phone | +1 760-542-2354 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Planning, Wealth Management, Investment Management, Retirement Planning, 401k Services, Fiduciary Services, Personalized Investing, Customized Portfolios, Financial Advisor, Portfolio Management, Investment Advisor, Wealth Building, Estate Planning, Tax Planning, Long Term Investing, Financial Consulting, Investment Strategies, Retirement Solutions, Investing |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Edward Jones, SoFi, Betterment, Wealthfront, Personal Capital, Launchpad Wealth +41 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Centered Financial Questions
The Centered Financial annual revenue was $6.1 million in 2026.
Jeran van Alfen is the Owner of Centered Financial.
3 people are employed at Centered Financial.
Centered Financial is based in Carlsbad, California.
The NAICS codes for Centered Financial are [52393, 523, 5239, 52].
The SIC codes for Centered Financial are [62, 628].
Top Centered Financial Employees
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Jeran van Alfen
Owner at Centered Financial
California, United States14 -
Tim Lackey
Financial Planner at Centered Financial
Carlsbad, CA, US12 -
Melissa Turner
Executive Manager at Centered Financial
Carlsbad, CA, US11
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