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John G. Adams, CFP®, CDFA®

John g. adams, cfp®, cdfa®

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location of John G. Adams, CFP®, CDFA®Anaheim, California, United States
Phone number of John G. Adams, CFP®, CDFA®+91 xxxx xxxxx

  • Timeline

    Jan 1996 - Jan 2000

    Sergeant

    United States Marine Corps
    Current Company
    Jan 2000 - now

    Chief Advisory Officer

    Centaurus Financial, Inc.®
    Anaheim, CA

  • About me

    Chief Advisory Officer at Centaurus Financial, Inc.®

  • Education

    • California state university-fullerton

      2005 - 2008
      Finance and financial management services

    • California coast university

      2009 - 2010
      Bachelor of science business marketing

  • Experience

    • United states marine corps

      Jan 1996 - Jan 2000
      Sergeant

      Sergeant and infantry Squad Leader in the United States Marine Corps as a member of the prestigious 1st Battalion, 1st Marines. Specialized in demolitions and tactical recovery of aircraft and personnel as an 0351 anti-tank assaultman within Dragons Platoon, Weapons Company 1/1.

    • Centaurus financial, inc.®

      Jan 2000 - now

      Responsible for the advisory services and wealth management platform for Centaurus Financial, Inc. Oversee the administrative, operational and marketing initiatives of the Centaurus CLASSIC Plus adviser directed platform and a myriad of strategic and tactical third party money managers with over $3.3 billion in assets under management and administration.Securities and Advisory services offered through, Centaurus Financial, Inc., a Registered Investment Advisor, member FINRA and SIPC.

      • Chief Advisory Officer

        Aug 2017 - now

      • Chief Operating Officer

        Jan 2015 - Aug 2017

      • SVP, Marketing and Director Trading & Operations

        Jan 2004 - Jan 2015

      • Trading & Operations

        Jan 2000 - Jan 2004

  • Licenses & Certifications

    • Certified divorce financial analyst (cdfa)

      Institute for divorce financial analysts™

    • Certified financial planner (cfp)

      Cfp board

  • Volunteer Experience

    • Advisory Board, Volunteer & Fundraising

      Issued by Shamrock Rescue Foundation on Jan 2015
      Shamrock Rescue FoundationAssociated with John G. Adams, CFP®, CDFA®

    • Board Member

      Issued by The Joyful Foundation on Jan 2011
      The Joyful FoundationAssociated with John G. Adams, CFP®, CDFA®