Centaurus Financial Inc. - Julia Coburn

Regalstone Wealth Management in Roseville, CA, is your trusted partner for comprehensive financial services and investment solutions. As experienced financial planners and advisors, we specialize in private wealth management, investment management, and personalized financial planning. Our expert team helps clients build and preserve wealth through strategic asset accumulation, private market opportunities, and tailored insurance and protection plans. We excel in providing 1031 exchange solutions and retirement plan consulting, offering in-depth retirement analysis and income planning to secure your financial future. For small business owners, we offer specialized retirement planning services.

Our firm has been offering comprehensive investment and financial planning services in the greater Northern California Bay Area since 1989. This company has established itself as a leader in the financial services industry in this area through collaboration, detailed knowledge, integrity, and extensive networks. Besides this region, we’re constantly experimenting with new technology to expand our client base. In addition to in-person meetings, you can meet with us via phone or video calls. Nic holds multiple industry registrations held through LPL Financial including the Series 7, Series 63, Series 65, Series 24, along with the California Life and Health registrations.

The advisors of California Private Wealth are Registered Representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor. Strategic Wealth Advisors Group and California Private Wealth are separate entities from LPL Financial.