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Securities and Advisory services offered through Centaurus Financial, Inc., member FINRA and SIPC and a Registered Investment Advisor. Supervisory Branch: 2300 E. Katella Avenue, Suite 200, Anaheim, CA 92806 (714)456-1790. Centaurus Financial and The Spivak Financial Group are not affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Request More Information

Please Note: We are a full service financial planning resource firm direct to consumers & business owners, and we don't provide advice to other financial advisors.
We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information (name, address, email, etc.) to any third party. Nor will we send you unsolicited email.

72(t) Advisors Q&A eBook

Find Out If a 72(t) Distribution Is Right for You? Download 20 Things About Each 72(t) Advisor, Who Can Start Helping You Today!

Find out more about each 72(t) retirement specialist.

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