©2019 by Centered Financial.

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CONTACT:

Centered Financial LLC

701 Palomar Airport Road

Ste. 300

Carlsbad, CA 92011

MESSAGE FROM JERAN

Did you know that money is the #1 cause of stress among Americans?*

With the pace of our lives and the cost of all of our responsibilities, it is difficult to know if we are always making the best financial decisions.   Whether it's managing a business or a career, paying for education, making time for what you love, or figuring out retirement, all of these things can cause financial stress.  You are not alone. I completely understand.

I'm Jeran and I founded Centered Financial because I've experienced how difficult it is to try to make it all work.  Sometimes we don't know where to start, sometimes we don't know if we are doing it right, and sometimes we just need support to keep us centered on what really matters. 

We, at Centered Financial, are that support.  We listen to you, and we seek to understand you and your relationship with money.  We then work with you to help you feel organized, educated, and empowered.

I invite you to work with us and start the process to center your money on what matters most to you.

*https://www.blackrock.com/corporate/insights/investor-pulse

 

JERAN VAN ALFEN, CFP®

Founder and Financial Planner

Jeran is the founder of Centered Financial, a Registered Investment Adviser and financial planning firm based out of North San Diego County.

 

Growing up in a family that was self-employed, Jeran learned the importance of creating one’s own future.  Watching the challenges and rewards of business ownership, he realized that regardless of the profession, the ability to plan and manage finances is essential to optimizing one’s quality of life.  Motivated by these lessons, Jeran began his career in financial services in 2004 with a desire to help people make the best possible financial decisions for their families and their businesses.

Originally from the Central Coast of California, Jeran attended the University of Utah where he played NCAA football and graduated with a Bachelor of Science in Economics.  He is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association.

Jeran and his family enjoy exploring the world, reading good books, playing sports and staying active, eating great food and binging on their favorite movies.

Some of Jeran's Favorites:

  • Travel (Provence and the Costa Brava are my 2019 destinations)

  • Fitness and Nutrition (Someone told me your health is your #1 asset)

  • Food (I'm a wannabe chef)

  • Sports/Outdoors (I'm always up for a round of golf!)

  • Anything I can do with my family!

EXTERNAL SUPPORT TEAM

We have made strategic decisions to form partnerships with professional teams that add efficiency and reinforce our commitment to you.

Business Group

FIDELITY INSTITUTIONAL WEALTH SERVICES

Choosing a custodian for our client's assets is an important process.  A custodian has the legal responsibility for the safekeeping of your money.  This is where you open your account and the level of service, support, and protection that you receive is a direct reflection of the custodian that we choose.  We consistently monitor these relationships so that you can have peace of mind that your money is secure.

(Team pictured are not actual employees of the custodian)

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FOCUS POINT SOLUTIONS

Focus Point Solutions is our back office team that provides daily support to our staff through:

  • Administrative and account service activities

  • Technology coordination

  • Investment research

  • Trading activity