Tyler Shumaker Email

SVP, Managing Director - Wealth Management . Centaurus Financial

Current Roles

Employees:
234
Revenue:
$54.1M
About
Centaurus was founded with the philosophy that its clients would benefit most by having access to representatives with high professional and ethical standards whose recommendations were not affected by corporate pressure to offer "in-house" products. For the first half of this century, the financial representative was referred to as the "customer's man". Today, with the many contributions made by women to the securities industry, a more appropriate term would be a "customer's person". The philosophy, however, remains the same. A customer's man put customers first, listened to their objectives and goals, and equipped with this information, researched the vast array of possible solutions. Thus, recommendations were made based on what was best for the customer and were free from the inherent conflicts of interest which arise when a company limits its range of available investments to "in-house" products.
Centaurus Financial Address
2300 E, Katella Ave, #200
Anaheim, CA
United States
Centaurus Financial Email

Past Companies

Centaurus Financial, Inc.®SVP, Managing Director - Wealth Management
Centaurus Financial®Deputy CEO, Sr. Sales and Marketing Director
Advantage Real EstateREALTOR®

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