Featured Business Financial Advisor in Tucson, AZ
Tucson Financial Advisors
Catalina Wealth Management
1660 E River Rd, Suite 180
Tucson, AZ 85718
(520) 298-1900
“For your now, your future, and your legacy!”
Advisor Profile
Otto Bohon
Name:  Otto Bohon
Phone Number:  (520) 298-1900
Website:  Visit Website
Disclaimer
Securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Arizona, Alabama, California, Colorado, Florida, Maryland, Nevada, New Mexico, New York, North Carolina, Pennsylvania, Texas, and Virginia. Centaurus Financial, Inc., and Catalina Wealth Management are not affiliated.

About Catalina Wealth Management

At our firm, we have the client and only the client in mind.

Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.

From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.

We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.
 

General Information

CRD#:    5677597
Firm CRD#:    30833
Name of Broker/Dealer:    Centaurus Financial Inc
Name of Custodial Firm:    TD Ameritrade & Pershing LLC
States Licensed in:    AZ, CA, CO, NM, NY, IL, TX, GA, FL, NV, OR, ML, and WA
States Willing to do Business in:    Mount Lemmon,Oracle,Rillito,Sahuarita,Tucson,Southern Arizona
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    7
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Property, Casualty, Variable Life, Variable Annuity, Life, Annuity
 

Firm Information

Firm's Number of Clients:    1000+
Firm's Number of Planning Clients:    200+
Firm's Number of Managed Clients:    800+
Assets Managed by Firm:    $380,000,000
Assets Managed by Advisor:    $240,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 
 
 
Prepared By: Otto Bohon
 
 
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