Who We Are

About Us

Centric Capital Advisors is an Independent Investment and Insurance advisor practice in the Santa Barbara and Los Angeles, California areas. We are a diverse and unique team of advisors with varied multi-generational experience.  

Our goal is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through life’s transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.

We Strive to Provide Unbiased Advice You Can Trust

We know you have a unique set of needs, goals and concerns. We also understand that you need an objective partner who delivers advice based solely on an intimate understanding of your needs and objectives. Through our strategic planning process, we offer you the resources and knowledge you need to reach your goals, and keep you accountable along the way. By leveraging the right technology, we both keep on top of your performance and help ensure the information you need is always at your fingertips. 

Vision & Values

Our unwavering commitment to our core values is the foundation of our long-lasting relationships with all of our clients. 

  • Clients First: We actively embrace the direct relationship between financial decision making and the greater good. 

  • Integrity Always: We place our clients' interests above our own. We acknowledge our fiduciary responsibility, adequately explain our compensation structure, and disclose potential conflicts of interest. We ensure the timely and clear disclosure of relevant information, striving to ensure it is accurate, complete, objective, and understood.
  • Results Matter: We work to enhance our professional knowledge and competence. We share information and ideas; properly credit the contributions of others; and refer clients to appropriate professionals for issues beyond our knowledge and skills.
  • Privacy and Confidentiality: We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so.
  • Giving Back: In tough economic times it can become easy to tighten up and adopt a conservative approach. In all business cycles, we aim to make a concerted effort to give back to our community.

Dusty Farber, CES, RICP®

Managing Principal

Roger C. Davis


William Rassman, CFP®

Director of Advisory Services

Brendan Morad

Manager of Insurance Services

Benjamin Castillo

Strategic Initiative Associate

Market Watch

June 8, 2017
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