Meet the Team
John Nelson
Life Insurance Services Manager
John joined Centara Capital Management Group, Inc. in December of 2004. Originally focused on assisting with the research and development of the EquityKeyTM program, John has also played a critical role in the development and successful operation of the firm’s life insurance business. In his current role as Life Insurance & Planning Services Manager, John coordinates the efforts of this department in support of the firm’s life licensed CPAs, CFP® professionals, attorneys, and other professional advisors. The Life Insurance & Planning Services team provides all aspects of life insurance technical and sales support including case management, medical underwriting, financial underwriting, value assessment, competitive analysis, and product maintenance.
John has more than 10 years managerial and business development experience coordinating highly productive teams in both operational and sales disciplines. He is a Seattle, WA native who was active with the Boys and Girls Club and the Forgotten Children’s Fund programs in his home town. John continually seeks San Diego area charitable organizations for which he can utilize his professional and personal experiences to assist.
Professional Designations & Licenses:
- California Life and Health Insurance License
Education:
- 1995 University of Washington, B.S., Business Administration, Marketing