Meet the Team
Eduardo Lombardi, CFP®
Chief Executive Officer
Co-Founder, Centara Capital Management Group, Inc.
As one of Centara’s Co-Founders, Eduardo now serves as Centara’s Chief Executive Officer. He and Derek Myron were also the architects of EquityKey, which was researched and developed by Centara, then subsequently sold to a leading international financial institution in 2006. Prior to building Centara, he worked for Conquest Capital Group, a New York-based hedge fund that grew to $800 million in assets.
As Chief Executive Officer, Eduardo is responsible for the overall performance, operation success of the company. He engineers product design, and spearheads business development while coordinating the efforts of a highly specialized team of CPAs, CFP® professionals and Attorneys.
In 2007, Ed was honored by San Diego Metropolitan Magazine as a "Top 40 Under 40," recognizing San Diego's "Brightest Leaders of Today and Tomorrow."
Professional Designations & Licenses:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- Enrolled Agent with the Internal Revenue Service
- Chartered Life Underwriter
- Accredited Mortgage Professional
- Broker, California Department of Real Estate
Education:
- 1995 University of Washington, B.A., Business Administration
Affiliations:
- Member, Society of Financial Service Professionals
- Member, TEC International