Centric Wealth is a fully independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make your financial journey simple and straightforward providing consistent, anchored support every step of the way. Our entire team is centered and focused on helping you plan all key areas in your financial life and take the necessary steps to accomplish your goals.
Financial empowerment means taking charge of tomorrow today. Our experienced advisors are passionate about helping people from all walks of life discover their Best Life. That means helping you define what living your Best Life looks like, putting a strategy in place to get there, then helping you maintain your new lifestyle.
Oscar Mondragon
Founder & President Centric Wealth, Wealth Advisor
Oscar R. Mondragon, Founder of Centric and President of Centric Wealth. I have helped families in different financial situations. I have helped people that are just starting their financial life to very wealthy, very established families. I am an expert in financial planning, insurance, and investment management. I am a "Five Star Wealth Management" award winner and have been featured in industry platforms for high performance and service.
I am a Certified Financial Planner® professional and have a passion to work with entrepreneurs, executives and retirees. In my spare time you can find me at home with my family, at my kids' sporting events, and volunteering at his church. I'm happily married and have three wonderful sons. I'm a fan of all things Houston, Houston Sports, and am characterized by my Faith.
Eric Lian
Senior Wealth Advisor
Eric Lian, a Senior Wealth Advisor with Centric Advisors. I've spent 18 years as a proven professional in the Oil and Gas industry in various management and business development roles all over the world.
Today, Centric Advisors & myself serve a client family rich in diversity of culture, nationality, race, educational and professional backgrounds. Whether working with individuals, families, entrepreneurs, small businesses, or referrals, I couple my proven expertise and ability to listen with the specialized expertise of other veteran advisors and strategic alliances helping his clients maximize their current quality of life and tackle some of their most complex financial concerns. I'm fluent in English and Spanish. Me and my beautiful wife, Maritza, live in Katy, Texas with our two children.
William Giffen
Client Development Manager
I'm a Client Development Manager at Centric. Previously, I taught at the high school level for nine years and bring this education experience to my clients. I found Centric's comprehensive planning approach and fiduciary responsibility to be a great fit for what I was looking for once I left teaching. Being a former educator, I saw the value that Centric was bringing to individuals and families. I have a passion to work with individuals, families, business owners, and entrepreneurs to find their financial freedom, reach their goals and dreams, and maximize their lifestyle.
I'm Texas born and raised in the greater Houston area, I enjoy following Houston sports, movies, and acting in local theatre in Houston.
General Information |
| Firm Start Year: | 2016 | |
| No. of Employees: | 10-19 | |
| Name of Broker/Dealer: | Centric Advisors, LLC |
| Name of Custodial Firm: | Fidelity and Charles Schwab |
Firm Information |
| Firm's Number of Clients: | 600 |
| Assets Managed by Firm: | $185,000,000 |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1891708/wiseradvisor-centric-wealth-detailed-disclosure.html |
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 3:00 PM |
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