Author Archives: Renee White

The Tax Deferral and Financial Services Juggernaut, Estate Planning Team, Inc., Lands with Centaurus Financial®, One of the Fastest Growing Independent Broker/Dealers in the Country

ANAHEIM, Calif. & INDIAN WELLS, Calif.–Centaurus Financial, Inc.® (“Centaurus”) and Robert Binkele and Estate Planning Team, Inc. (“EPT”) are pleased to announce that EPT has selected top independent broker/dealer, Centaurus Financial, Inc., as their new broker/dealer and registered investment advisory firm. Robert Binkele, founder and CEO of Estate Planning Team, Inc., and one of the nation’s most successful financial advisors, carefully considered several prominent broker dealers from a large number of interested companies, to select the organization that could best serve the interests of his many clients and affiliated members throughout the country.

Centaurus Technology Review: Windows 10 Upgrade – Don’t Do It (yet)

By Robert Castaneda, SVP, Chief Information Officer, Centaurus Financial, Inc.

Microsoft’s repair job for Windows 8 has just arrived and it’s called Windows 10. The good news is that if your device (desktop, laptop, all-in-one, tablet) currently runs Windows 7, 8 or 8.1, the upgrade is FREE and you have 1 year to take advantage of this offer. While Windows 10 includes several cool new features including the return of the “start menu”, here’s my advice:

DON’T UPGRADE TO WINDOWS 10 (not yet anyway)

Centaurus Financial Registered Representatives Complete Four Days of Professional Education and Training at the 2015 Centaurus Financial National Conference

Centaurus Conference Bellevue

Over 300 financial advisors, exhibitors and other industry experts were in attendance at Centaurus Financial’s 2015 National Conference from June 28th through July 2nd in Bellevue, Washington. The conference featured a premier forum for financial advisors to increase their industry knowledge and the opportunity to network with financial professionals from across the country over a four day curriculum.

The 2015 Centaurus Financial National Conference provided advisors with timely financial services training and education related to risk management, legacy and estate planning, wealth planning procedures and an in depth discussion about the current economic and political landscape.

Centaurus Financial® Ranked as Top Independent Broker-Dealer

Centaurus Financial’s RIA Platform Increases Fee-based Revenue by 32%

Anaheim, California, May 11th, 2015 – Centaurus Financial® was ranked as one of the top 40 independent broker/dealers based on gross revenue for the twelfth consecutive year according to InvestmentNews. In 2015, Centaurus Financial® moved up in the survey to #39 with $134 million in total revenues. The revenue growth cements Centaurus Financial® as one of the fastest-growing independent broker-dealers in the country.