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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierBeacon matrix
- Established Date
- 03-21-2018
- Office Locations
- 1
Office Locations
About Centorbi Financial Group, Inc.
Centorbi Financial Group is a fiduciary, flat-fee wealth advisory focused on helping retirees and near-retirees build sustainable lifetime income. Chad Centorbi delivers a structured retirement-planning process covering Social Security and pension optimization, investment guidance, tax strategies (including Roth conversions and distribution timing), and tax-efficient estate/legacy planning. Client experience emphasizes no product pushing; accounts are custodied at Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHAD MICHAEL CENTORBI
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #3270862
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,372,805 | -- |
| Non-Discretionary | $2,198,694 | -- |
| Total | $38,571,499 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,571,499
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $490,063,932 | 33.0% |
| Cash | $491,548,974 | 33.1% |
| Public Funds | $503,429,313 | 33.9% |
| Total | $1,485,042,219 | 100.0% |