42 min
Chad Centorbi from Centorbi Financial Group: Innovation In The Financial Services Industry Bridging The Gap
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- Entrepreneurship
Industry veteran, a constant learner, tech-forward and visionary. These are just a few of the words that describe the conversation we had with the president and founder of Centorbi Financial Group. After becoming a full time agent for Franklin Life Insurance in 2001 (the company his dad worked for as well), Chad set out to build the wealth management arm for the business. And 3 years later he had done just that and created the wealth management arm for Franklin LIfe Insurance. Now, Centorbi Financial Group is a visionary RIA that is focused on adopting, implementing and integrating technologies to create operational efficiencies while providing a valuable and differentiated client experience. In this interview, we get to talk with Chad about the journey to innovating within financial services.
Industry veteran, a constant learner, tech-forward and visionary. These are just a few of the words that describe the conversation we had with the president and founder of Centorbi Financial Group. After becoming a full time agent for Franklin Life Insurance in 2001 (the company his dad worked for as well), Chad set out to build the wealth management arm for the business. And 3 years later he had done just that and created the wealth management arm for Franklin LIfe Insurance. Now, Centorbi Financial Group is a visionary RIA that is focused on adopting, implementing and integrating technologies to create operational efficiencies while providing a valuable and differentiated client experience. In this interview, we get to talk with Chad about the journey to innovating within financial services.
42 min