Meet the Team
Iain Reilly, CFP®
Senior Relationship Manager
For over 15 years, Iain has served individual
investors, professionals, business owners, corporate and non-profit clients. Iain joined
Centara in 2005 in order to provide comprehensive legal, tax, estate and investment
planning services to individuals and businesses in the San Diego community.
Currently, Iain is a Senior Relationship Manager with Centara Capital and specializes in portfolio analysis and the development of financial plans. He also has extensive experience in estate planning, advanced tax planning and portfolio management.
Iain’s advisory process focuses on helping clients establish goals and objectives, developing a comprehensive financial analysis, selecting appropriate strategies and monitoring results. Iain implements a broad range of wealth planning services on his clients’ behalf, including estate planning, tax planning, philanthropic planning and money management.
Iain began his financial services career with New England Financial Services after moving with his family to San Diego from metropolitan New York. For over 10 years, Iain worked as an independent advisor for several of the largest financial service companies in the country, providing independent and objective advice. He attended Queens College, City University of New York and currently resides in Eastlake with his two daughters.
Professional Designations & Licenses:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- California Life and Health Insurance License
- California Department of Real Estate Salesperson