Ep78: Growing Operations and Compliance with Centura Wealth

Jonathan Freeman 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. Listen to this insightful RIA episode with Jonathan Freeman about growing operations and compliance with Centura Wealth. Here is what to expect on this week’s show: - How it’s important for financial planners to always have their customer’s goals in mind. - Why you must have a strong team and know what hat you wear on a day-to-day basis. - How the biggest limitation to growth can be finding talented and experienced people. - Why you should work with people who are intellectually curious and ready to adapt, learn, and grow. - How you can get the best ROI by cutting dollars out of your tax bill. Connect with Jonathan: Links Mentioned: https://centurawealth.com/ Guest Contact Info: Twitter @CenturaWealth Instagram @centurawealth Facebook facebook.com/centurawealth LinkedIn linkedin.com/company/centura-wealth-advisory