Career history of David Joseph Cariani
Former positions of David Joseph Cariani
| Companies | Position | Start | End |
|---|---|---|---|
CCG Wealth Management LLC
 CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 01/02/2019 | 01/12/2022 |
| Investment Committee Member | 01/02/2019 | 01/12/2022 | |
| Portfolio Manager-Equities | 01/02/2019 | 01/12/2022 | |
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Chief Investment Officer | 01/04/2013 | 01/02/2019 |
| Investment Committee Member | 01/04/2013 | 01/02/2019 | |
| Portfolio Manager-Equities | 01/04/2013 | 01/02/2019 | |
| ValueVest Management Co. LLC | Director of Finance/CFO | 01/07/1997 | 01/12/2008 |
Training of David Joseph Cariani
| University of California, Los Angeles | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Investment Committee Member | 2 |
| Portfolio Manager-Equities | 2 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
| ValueVest Management Co. LLC | |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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