Mr. Mauro graduated from the University of Massachusetts at Amherst, earning his Bachelor's in 2002 and his Masters Degree from Pace University in 2005 in New York City. After relocating to California in 2007, he joined Centaurus Financial, a family-owned and fully independent broker dealer in Orange County. Originally hired by the firm as an analyst, he was quickly promoted to Regional Vice President and Corporate Branch Manager. In these roles, Mr. Mauro directly supervised hundreds of financial planners throughout the country, working to ensure that they acted in the best interest of their clients. Mr. Mauro founded Mauro Wealth Planning with a simple goal in mind: to provide honest and affordable financial solutions to anyone prepared and motivated to better their own financial future. He assists clients with their 401(k)'s, 403(b)'s, 457's and Pension rollovers, Traditional IRAs, Roth IRAs, trust accounts and many others. Mr. Mauro's expertise is in comprehensive retirement planning and the development of custom-tailored financial plans designed to meet the specific objectives of his clients. Mr. Mauro currently holds his Series 4, 7, 24, 63, and 66 registrations with FINRA (Financial Industry Regulatory Authority) and is a licensed Insurance Agent in the states of California, Nevada, Arizona, Florida and New York. He married his lovely wife Kristal in 2016 and together, they live in Orange, CA with their newborn son (and pride and joy) Paul Vincent and their two adopted pound-puppies Tango and Toula.
“Our mission is simple: Take care of our clients and our business will take care of itself. It's an incredible honor to have earned the trust of so many people. Good people, with a true desire to take charge of their own futures. They trust us with their livelihoods; everything they've worked so hard to achieve and we'll always hold that trust in the highest regard when providing advice and guiding them towards their financial goals."
Anthony Mauro
Ms. Munoz is our Executive Assistant & Client Relations Manager. Megan has over 10 years of experience in the Financial Planning industry having worked in various roles with many different responsibilities during that time. She has experience in office management, operations, compliance, and helping our financial clients with their accounts. She has continuously exuded professionalism and a strong desire to make a positive impact. Megan’s experience (along with her positive attitude, meticulous attention to detail, and relentless work ethic) make her a perfect fit at our firm!
In her free time, Megan enjoys spending time with her adorable 5-year-old son Joshua, hanging out with family and friends, hiking, and going to the beach. Growing up in Southern California, she’s a huge Los Angeles Dodgers fan and frequently attends home games to cheer them on.
John Fitzgerald, CPA & JD is an exceptional Tax Attorney and CPA with thirty years of experience working with the IRS and State Taxing Agencies. He has helped thousands of clients resolve their tax accounts during his career. Mr. Fitzgerald is also an accomplished author and lecturer on tax saving strategies to help Taxpayer’s keep more of what they earn. Mr. Fitzgerald earned his Law degree from Thomas Jefferson School of Law in San Diego and his Bachelors in Science Degree in Business and Accounting from San Diego State University. Mr. Fitzgerald is also registered with the Central and Southern District of California Bankruptcy Courts for those Client’s that need additional asset protection offered through the Federal Bankruptcy system. Mr. Fitzgerald has been a consultant to many large Corporations and served as a tax expert to various tax strategy companies serving thousands of customers nationwide.
Founded in 1992, Centaurus was formed with a singular focus – to provide unparalleled service, support, technology, and education to independent financial advisers in the securities industry. While the industry as a whole and Centaurus itself have evolved dramatically since our inception, the uncompromising focus of the company remains the same to this day. Through this focus, Centaurus has grown to become a leading independent broker/dealer providing a platform for financial advisers across the country to successfully grow their business and serve their clients. In our corporate office, we have over 90 team members supporting our clients and financial advisers. Our team of dedicated employees is led by an experienced management team who promotes a high standard of service throughout our firm. As such, our management team makes it a priority to be available to our investors and registered representatives and has systematically controlled the growth of our firm to ensure that everyone has access to whomever they need in a timely manner. Centaurus has an extensive family legacy within the financial services industry that spans over three generations. Our management team is committed to continuing this legacy for many years to come. As an Independent, family-run Firm, we are not pressured to meet any quotas and are not beholden to any proprietary products. We are able to provide investment and insurance products carefully chosen from an array of available options at our disposal. This helps to ensure that we best meet the specific goals and objectives of our clients while utilizing the most competitive products out there. Being an independent firm allows us the opportunity to do that the right way.
Anthony Mauro offers securities and advisory Services through Centaurus Financial, Inc. member FINRA/ SIPC, a registered broker dealer and registered investment advisor. Mauro Wealth Planning and Centaurus Financial, Inc. are not affiliated companies. Centaurus Financial, Inc. does not provide legal or tax advice.
FINRA Broker Check: http://brokercheck.finra.org.