Centara Capital Management Group is a Registered Investment Advisor and full-service asset management firm based in Mission Valley. Centara provides comprehensive wealth management services to more than 1,500 clients through its financial and tax planning divisions and through the estate planning services provided by Centara Legal Group, APC. Centara Capital's services include tax and estate planning, investment products, financial planning, real estate consulting, business consulting, insurance and lending solutions. Today, Centara employs more than 40 professionals, including Financial Advisors, Certified Financial Planner™ Professionals, Portfolio Managers, and Certified Public Accountants.

In December 2007, Centara was honored as the San Diego Better Business Bureau’s Torch Award Winner for Marketplace Ethics. Centara was also recognized in 2006 as the fastest growing Registered Investment Advisor firm in the $100 Million to $300 Million asset category by Financial Advisor Magazine.

Matthew grew up in West Bloomfield, Michigan and received his degree in Finance from The University of Michigan School of Business Administration in 1993. Upon graduation, Matthew began his career as a financial advisor at the Equitable/ AXA where he specialized in retirement and tax planning. He moved to San Diego in 2001 to work with Mutual of America as a Regional Vice President, managing their staff of advisors and helping clients with high end estate, investment and tax planning.

Matthew is currently a Senior Relationship Manager with Centara Capital, specializing in portfolio analysis and the development and implementation of advanced financial plans for his clients. He has a broad range of knowledge and experience in comprehensive tax planning, estate planning, insurance transactions, and investment management.

Matthew feels strongly that Centara Capital’s comprehensive approach to wealth management fits his clients ideally. “When we develop a client’s planning strategy utilizing the expertise of our Senior Director of Advanced Planning, Director of Tax Planning, and our Senior Portfolio Manager, we know that the plan that we deliver to our client will be second to none.”

• Board Certified Financial Planner™ Professional (CFP®)
• Enrolled Agent with the Internal Revenue Service
• Chartered Life Underwriter (CLU)
• Investment Advisor Representative
• Registered Representative with Centara Capital Securities
• Board Member, San Diego Society of Financial Service Professionals
• Development Committee, San Diego Center for Children

Matthew is a regular commentator on Fox News in the Morning Weekend as well as a recognized speaker throughout San Diego County. He volunteers his time locally with The Children’s Hospital in the Hematology and Oncology Unit along with Meals on Wheels where he delivers meals to those in need. When not working to develop his clients’ comprehensive estate and tax plans, you will likely find him at his second office, the golf course.

You can reach Matt by emailing him at matt@thefinancialfocushour.com.

Alan Clopine is the Director of Tax Consulting for Centara Capital. Prior to joining Centara, Alan was the founding and senior partner at Clopine & Associates, LLP. With over 25 years of accounting and tax experience, Alan worked at three large local CPA firms in San Diego before establishing his own CPA practice in November of 1987. In addition to providing traditional accounting and tax services, the firm specialized in real estate, technology, small business & professionals.

Alan received his Bachelor of Arts from UC San Diego in 1979, a Certificate in Accounting from UCSD Extension in 1982, and his Certified Public Accountant (CPA) designation in 1984. As a real estate investor, Alan has a mixed portfolio of properties in California, Nevada, Arizona, Hawaii and Oregon. He enjoys traveling to tropical places, coaching youth sports, playing Hawaiian Slack-Key Guitar, and investing in real estate.

You can reach Alan by emailing him at alan@thefinancialfocushour.com.

Centara Capital
8880 Rio San Diego Drive, 4th Floor
San Diego, CA  92108
1-888-9-RETIRE
www.centaracapital.com
info@centaracapital.com

Securities offered through Registered Representatives of Centara Capital Securities, Inc., Member FINRA/SIPC. Investment Advisory and financial planning services offered through Centara Capital Management Group, Inc., a Registered Investment Advisor. Insurance #0D85861. CA DRE License No. 01519824. Legal services provided by Centara Legal Group, APC, David Gebhardt, Principal.