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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.

Kyle Malmstrom Photo
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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.

Jonathan Freeman, MBA Photo
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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. 

Matt Griffith, CFP® Photo
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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.

Sean Clark, MBA Photo
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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. 

Lori Stringham Photo
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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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Andre Lawrence

Analyst

Andre Lawrence

Analyst

Andre joined Centura Wealth Advisory in the Fall of 2016. Andre primarily manages Centura clients' Alternative Investments, financial data reconciliation, and reporting. Andre recently received his Series 65 License and enjoys continuing to learn and expand his skills within the financial management services of the firm.

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 2020.

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Heather Berezansky

New Business & Client Service Coordinator

Heather Berezansky

New Business & Client Service Coordinator

Heather joined Centura Wealth Advisory in the Fall of 2016. Heather primarily services Centura clients, onboarding new clients and the primary liaison with our custodians. Prior to Centura, Heather worked for an independent Registered Advisory Firm and before that spent 5 years in the broker-deal world at Merrill Lynch. With over 12+ years experience in the Financial industry, Heather is a very valuable asset to our service team.

Heather grew up in upstate New York and moved to California in 2005. Heather achieved her North Star this year by becoming a homeowner which has always been a dream for her since she moved to California. Heather resides in Tierrasanta with her two boys Jackson, 7 and Maxi, 4. In her free time she loves watching movies, listening to music, building Legos with her kids and traveling! 

Linh Balteff Photo
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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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Zoe Singh

Associate Advisor

Zoe Singh

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 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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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.

Suzie Myron Photo
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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.  

Krissie Copp Photo
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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 !!!!