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About Us

Our Purpose

Centura Wealth Advisory was established in San Diego, California with a focused mission:

“We believe everyone has a purpose in life, and ours is to help wealthy individuals and families achieve their purpose through a proactive and comprehensive wealth management process called Liberated Wealth®.”

We are inspired by and guided by our client’s North Star.

The North Star is a bearing point in someone’s journey. It embodies our client’s goals, values, and purpose for their life and wealth.

By following our Liberated Wealth® process, we structure a comprehensive wealth plan designed to help you reach your North Star.

Our History

Centura Wealth Advisory was started with a common vision of its founding members who have been advising clients together for over a decade.  

Create an independent advisory firm which goes above and beyond traditional money management to bring only the best value added solutions to our clients; and not be all things to all people.

Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.

We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan.

Headquartered in San Diego, California, Centura is passionate about our client’s objectives and owns the fiduciary responsibility of protecting their interests.

We strive to be the best in our chosen lines of business, not the biggest.

Our Team

Everyone on our team has their own North Star. They center around serving our clients, our community, and their aspirations. Feel free to learn more about our incredible team here at Centura.  


Derek Myron, CFP® Photo
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Derek Myron, CFP®

Managing Director

Derek Myron, CFP®

Managing Director, CEO

Derek has been serving high net worth individuals and families since 1998, assisting them in the creation and implementation of carefully crafted plans to solving both their financial, and many times their life goals. Derek’s North Star is helping others achieve their highest potential both professionally and personally; Derek is the product of a two-parent teacher household that emphasized excelling in both school and helping others.

He received his undergraduate degree in Business Administration with a concentration in Finance from the University of Washington. He’s held the Certified Financial Planner “CFP” designation from Certified Financial Planning Board of Standards since 2001. Derek is passionate and receives great joy in developing and implementing Liberated Wealth® plans for the firm’s clientele and helping them achieve their life goals through an impactful change to their financial well-being.

Derek is married to Suzanne and has three children, two boys and a girl: Cole, Jake & Carter. He enjoys coaching his children’s various sports, as well as hiking, biking, surfing, traveling and camping together with his family.

David Cariani, CFA, CFP® Photo
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David Cariani, CFA, CFP®

Co-Chief Investment Officer

David Cariani, CFA, CFP®

Co-Chief Investment Officer

As Co-Chief Investment Officer, David leads Centura’s investment committee and is responsible for oversight of the firm’s portfolio management function. He provides strategic direction and tactical strategies for all Centura's portfolios. David brings over 20 years of investment strategies and portfolio design to the firm. For both individual and institutional clients, David has always focused on long term global investing based on sound fundamental principles. He also places emphasis on tax efficient portfolio management strategies.

In addition to his responsibilities as Co-CIO, David works directly with clients and advises in the areas of investment management, financial planning, tax planning, and estate planning. It is this personal interaction that is critical in keeping the firm’s overall portfolio management function in tune with the specific needs of clients.

Before joining Centura, David served as Chief Investment Officer for a global wealth management firm with over $1 billion in assets under management. Previously he was a Portfolio Advisor at a major Wall Street firm, where he worked with high net worth families as well as corporate retirement plan sponsors. Prior to that, David worked as a Portfolio Manager at a boutique investment management firm in San Francisco, serving institutional and ultra-high net worth clientele. In addition to traditional equity and fixed income portfolio management, his investment experience includes the management of hedge fund portfolios, direct investments in private equity, the use of derivatives including options, international equity arbitrage trading, currency hedging, and other complex strategies aimed at capitalizing on opportunities, reducing risk, or both. He enjoys deploying these resources as appropriate in the interests of clients.

David received his bachelor’s degree from the University of California, Los Angeles and spent his junior year studying abroad at Gonzaga University in Florence, Italy. He has earned the Chartered Financial Analyst® (CFA) designation from the CFA Institute and the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. David is an active member of the CFA institute, the CFA Society San Diego, the Financial Planning Association of San Diego, the North County Estate Planning Council – San Diego, and the UCLA Alumni Association.

David’s North Star is a balance between sculpting his three children to be happy contributing members of society and achieving his professional potential by serving clients to the best of his ability in pursuit of their goals and dreams. He finds both activities truly rewarding.

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Kyle Malmstrom

Managing Director, Co-Chief Investment Officer

Kyle Malmstrom

Managing Director, Co- Chief Investment Officer

Kyle’s North Star is to continually deliver the best wealth management solutions to the firm’s clients at the highest standards of ethics and excellence. Since the early 2000s, Kyle has been placing clients first and serving as a steward and fiduciary to high net worth families and individuals. 

Kyle specializes in Liberating Wealth through the implementation of detailed and customized wealth management solutions. Kyle empowers his clients through educating and implementing proactive wealth planning solutions. 

Kyle has over 25 years of active experience in financial markets, including six years as a NASDAQ market maker and trader. Kyle earned his B.S.B.A. in Finance from the University of Missouri-Columbia. 

Kyle resides in San Marcos, California with his wife, Candice, and their four children. Kyle enjoys spending time with his family, fishing, boating, coaching sports, and outdoor activities.

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Jonathan Freeman, MBA

Chief Operating Officer, Chief Compliance Officer

Jonathan Freeman

Chief Operating Officer, Chief Compliance Officer

Jonathan joined Centura Wealth Advisory in July 2018 as Chief Operating Officer and became Chief Compliance Officer in December 2019. Jonathan has a diverse background across a variety of industries that span technology, professional services, consulting practices, real estate, and healthcare. He has been a client of the firm for over 5 years and is passionate about building sustainable companies in high growth periods. His North Star is to be the guide and teacher for others to achieve their ultimate potential in life, and to serve his community by sharing how everyone’s responsibility is to care for our natural environment so we can benefit from it for millennia.

Jonathan received his MBA from UCLA Anderson School of Business and a Bachelors Degree in Environmental Studies from UCSB. He, his wife Joelle, and their three boys live in North San Diego County. 

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Matt Griffith, CFP®

Sr. Wealth Advisor

Matt Griffith, CFP®

Senior Wealth Advisor, Investment Advisor Representative


As the son of a coach, Matt grew up roaming the sidelines of football games and tagging along to local gyms during basketball season. Basketball was his sport, and he enjoyed being a part of some really good teams playing small college basketball. There was no better feeling than being a part of a winning team, collaborating with others, and working toward a specific goal.

After college, Matt became fascinated with capital markets. It was hard to miss in the late 90’s, as stocks were running wild in the formation of the tech bubble. He made his way to the investment business in late 2000.

After the tech bubble, he realized there was so much more to offer than just a platform to trade stocks. There was a need to help people with personal financial matters. Financial planning offered exactly what he wanted- a cross section of personal finance, capital markets, and coaching.

After years of studying and working in this field, Matt really enjoys that he’s tapping back into his coaching and teamwork roots while providing high-net worth wealth management services. He helps clients figure out what they truly want to accomplish in their life, come up with a plan so they are prepared, and be there to collaborate, educate, or even coach to make the plan a success.

Prior to joining Centura Wealth Advisory, Matt provided wealth management and financial planning services at a RIA firm and a Big 4 accounting firm. Matt has worked in financial services for over 20 years.

Matt attended San Diego State University for the CERTIFIED FINANCIAL PLANNER™ certificate program and graduated with a Bachelor of Science degree from William Jewell College.

Matt, his wife, Lauren, and daughter, Avery, live in Point Loma.

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Zoe Singh, CFP®

Associate Advisor

Zoe Singh, CFP®

Associate Advisor

Zoe began working at Centura Wealth Advisory as an intern in 2017. She joined the team full-time in 2018, after graduating from San Diego State University with a Bachelor’s degree in Finance. She obtained her CFP in 2020.

She works closely with her teammates to collect, analyze and model data to assist in the creation of personalized Liberated Wealth® financial plans for clients. Zoe’s North Star is to see the positive impact she can make in the lives of others through Centura Wealth Advisory’s Liberated Wealth® Process.  

Zoe is from San Jose, California and loves to visit home to spend time with her family and pets. She lives in Pacific Beach and enjoys spending time with friends, doing yoga and going to the beach in her free time.

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Tigran Muradyan

Associate Advisor

Tigran Muradyan

Associate Advisor

Tigran’s primary role at Centura focuses on clients’ investment, tax, retirement, and estate planning needs. Tigran comes to Centura as a successful financial wholesaler.

Tigran is originally from Yerevan, Armenia, and his family relocated to Colorado when he was 12 years old. He graduated from the University of Colorado, majoring in International Studies and a minor in Law. He is fluent in Armenian and Russian. In his spare time, Tigran enjoys traveling and exploring different cultures and cuisines. He is married to his high school sweetheart Emily and recently adopted a Pomeranian chihuahua named Oliver.

Tigran's North Star is to become a key player in his community where people can have access to educated financial decisions, as well as work towards retirement and savings.

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Libby Dingfield, CDSP

Vice President, Growth & Development

Libby Dingfield, CDSP

Vice President, Growth & Development


Libby joined Centura Wealth Advisory in July 2021 as the VP of Growth & Development. Prior to joining the firm, Libby has worked as a Talent Acquisition professional in a variety of industries taking the approach as a strategic partner. At Centura, she manages the recruiting strategy and process as well as organizational development. Her North Star is to show her daughter that with hard work and determination she can accomplish anything she puts her mind to. Libby is also very active in giving back to her community. 

Libby studied at College of the Ozarks in Branson, MO. She enjoys spending time with her husband, daughter and her two pit bulls. She enjoys traveling, playing golf, reading, and watching sports. She is a huge fan of the St. Louis Blues, St. Louis Cardinals and Kansas City Chiefs. 

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Dana Levin, MBA

Client Relationship Manager, Philanthropic Strategies

Dana Levin

Client Relationship Manager, Philanthropic Strategies


Dana began working at Centura Wealth Advisory in 2020. She joined the team to bring together her passion for philanthropy with her commitment to help families build wealth and give back to the community. Prior to Centura, Dana worked in nonprofit management for 15 years leading a variety of fundraising teams and campaign efforts, most recently at Jewish Family Service of San Diego. She enjoys connecting nonprofit professionals and donors with Centura to in order create customized Liberated Wealth® financial plans to maximize charitable giving. 

Dana’s North Star is to ensure that families are well positioned for everything that life throws at them by having an estate plan in place well before those events transpire. Within those plans, she seeks to inspire families to ensure their nonprofit giving is a meaningful element of their portfolio. 

Dana has an MBA and an MA in Jewish Communal Studies from American Jewish University in Los Angeles, as well as an BA in Sociology and BA in Jewish Studies from the University of Wisconsin –Madison. 

Dana is a native San Diegan and enjoys spending time with her husband and son, volunteering with a variety of nonprofit organizations, exploring new restaurants, and cheering on the Badgers. 

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Sean Clark, MBA

Director of Financial Planning

Sean Clark, MBA

Director of Financial Planning

Sean Clark has 13 years of experience in the Financial Services Industry serving High Net Worth Families and Institutional Clients. Sean holds a Bachelor of Arts (B.A.) in Economics from Clemson University and a Master of Science (M.Sc.) in Risk Management from New York University. Areas of expertise include Financial Planning and Portfolio Management, specializing in applied mathematics and risk.

Prior to joining Centura Wealth Advisory, Sean successfully built and managed a book of 400 clients, allocated over $400,000,000 to stocks, bonds and alternative investments and was a consultant to lending institutions managing asset-liability risk.

Sean believes in simplicity and mindfulness. During his free time, Sean is actively involved in the local Autism community, spends time with his son Harrison and practices yoga. In seeking his North Star, Sean enjoys traveling to indigenous parts of the world and is passionate about experiencing local culture, food and humanity first hand. 

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Samantha Lawrence

Paraplanner

Samantha Lawrence

Paraplanner


Samantha joined Centura Wealth Advisory in October 2018 as an Intern. She graduated from San Diego State University in 2020 with a Bachelor’s Degree in Finance. Upon graduating, Samantha accepted a full-time position with Centura as a Paraplanner. Samantha is passionate about helping develop and deliver Liberated Wealth plans that drive clients to accomplish their life goals and dreams. She works closely with her team to collect information, analyze data, and create financial plans and deliverables to achieve this.

Samantha’s North Star is to travel the world throughout her lifetime. After spending time abroad in Spain, she has developed a passion to explore new places and experience new cultures. Samantha is from Moorpark, California and currently resides in Pacific Beach. She enjoys spending time with friends and family and experiencing the outdoors through activities like riding bikes, hiking, camping, and going to the beach.

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Mitchell Cancilla

Paraplanner

Mitchell Cancilla

Paraplanner


Mitch began working at Centura in June of 2020 as an intern. Upon graduating from Cal Poly SLO with a degree in agricultural business, Mitch joined full-time as a paraplanner in January of 2021. He is passionate about finance and utilizing data to make discoveries that help others achieve their financial goals.

Outside of work Mitch enjoys spending time with friends and family, lifting weights, and staying active outdoors through sports like surfing, golfing, and biking. Mitch’s North Star is to own a home by the beach. He also wants to travel the world to learn and experience various traditions, cultures, and food.

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Andre Lawrence

Operations Manager

Andre Lawrence

 Operations Manager

Andre joined Centura Wealth Advisory in the Fall of 2016. Andre oversees the Client Service team and its day-to-day operations. He is also the firm's go-to for anything technology related. He is constantly striving to improve internal processes and utilize our various systems to enhance our clients' experience. Andre has earned his Series 65 License.

Andre is a graduate of the University of Massachusetts Amherst with a BS in Hospitality & Tourism Management. He loves the beach, exploring new places to dine, and traveling. Andre’s North Star is to take an extended trip to travel Europe by the end of 2022.

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Christopher Hyman

Senior Case Designer

Christopher Hyman

Senior Case Designer


Chris has been in the financial services industry for over thirteen years, six of those serving ultra-affluent families and privately held businesses. As Senior Case Designer, Chris is responsible for modeling in-depth customized planning solutions that fit the diverse needs and goals of Centura clients, as well as assisting in the ongoing stewardship of those plans. Before joining Centura, Chris served as the sole Case Design specialist for an advisory member firm of M Financial Group, where he developed life insurance solutions for high net worth clients, geared toward estate planning, tax efficiency, and executive compensation.

Chris earned his Bachelor of Science (B.S.) in Accounting from the University of Delaware. He resides in Wilmington, Delaware with his wife Amanda, and their three children. His primary joy is spending time with family and friends. He also enjoys reading, fitness training, outdoor activities, and traveling to the shore.       

Chris’s north star is two-fold. He aims to continually enhance his capacity to provide clients with meaningful and comprehensive financial solutions, while emphasizing excellence and fiduciary responsibility. He also aims to provide his children with the utmost love and guidance along their journey, so they can be happy, positive influences on society and realize their true potential.

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Lori Stringham

Life Insurance Case Manager

Lori Stringham

Life Insurance Case Manager

Lori Stringham joined Centura in 2015. Prior to joining Centura, she worked in the marketing department for an IMO based in Carlsbad, in addition to a life settlement case manager in San Juan Capistrano. Lori manages all facets of the Life and Annuity departments at Centura, including contracting, licensing, client communication, and compensation.

Lori is married and has two children and a small dog. In her free time, she enjoys being with her family and going to the beach. Lori’s North Star is to buy a house in the neighborhood she currently resides so where her family has become extremely close with her community and school.  

Lori earned a BS in Sociology from the University of Utah. 

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Linh Balteff

Sr. Financial Accountant

Linh Balteff

Sr Financial Accountant

Linh joined Centura Wealth Advisory in January 2019 as Senior Financial Accountant. Prior to joining the firm, Linh has worked as an accounting and operations manager in a variety of industries. At Centura, she manages the internal accounting, financial reporting and supports operations. Her North Star is two-fold: purchase a home in San Diego that her family can grow up in, and continue to explore the world with her family!

Linh earned her bachelor’s degree at San Diego State University and is working on attaining her CPA license. She enjoys spending time with her husband and daughter. She enjoys traveling, hiking, and trying new restaurants, her favorites being City Taco and Zia Gourmet Pizza in North Park.

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Zachary Wilson

Client Service Associate

Zachary Wilson

Client Service Associate


Zachary joined Centura Wealth Advisory in the Summer of 2020. Zachary primarily services Centura clients, onboarding new clients and assisting with data analysis. Zachary is continuing to learn and expand his skills within the financial management services of the firm.

Zachary grew up in El Dorado Hills, CA and moved to San Diego in 2010. Zachary is a graduate of San Diego State University with a BS in Psychology. He enjoys playing basketball, going to the beach and spending time with his wife and dog. Zachary’s North Star is to buy a home in San Diego.

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Paul Knezovich

Client Service Associate

Paul Knezovich

Client Service Associate


Paul joined Centura Wealth Advisory at the start of 2021. Paul primarily services Centura clients, onboarding new clients and assisting with data analysis. He is currently working toward earning his Series 65 and plans to work toward the CFP® designation further down the road.

Paul grew up in Stockton, CA and moved to San Diego in 2018. Paul is a graduate of San Jose State University with a BS in Business Administration & Finance. He enjoys spending time with family & friends, playing sports, rock climbing, and being outside as much as possible. Paul’s North Star is to visit the 7 wonders of the world.

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Suzie Myron

Administrative Assistant

Suzie Myron

Administrative Assistant


Suzanne has worked for Centura since inception. Suzanne’s North star is her love of family and community. She thrives in knowing each of Centura’s clients personally.

Suzanne is married to Derek and has three children, Cole 22, Jake 14 and Carter 11. She enjoys coaching her children’s sports, volunteering at her children’s schools and traveling with her family.  

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Krissie Copp

Administrative Assistant

Krissie Copp


Krissie began working for Centura in Fall 2018. Krissie's North Star is to live life with Love, Honesty and Respect. Krissie was born and raised in Kalamazoo, Michigan and relocated to San Diego in 2003 with her husband Matt. Together they have four children, Peter (20), Henry (18), Callie (14) and Elsie (11). In her free time, Krissie enjoys cheering her children on along the sidelines, family outings, going to the beach, shopping and movies.

Krissie and her family are also die hard Michigan Fans --- GO BLUE !!!!