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FINANCIAL PROFESSIONALS WITH A
DEEP PASSION FOR ADVISING OUR CLIENTS

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. 

Roger C. Davis Photo
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Roger C. Davis

Principal

ROGER C. DAVIS

Principal

rdavis@centricca.com

310-579-9145

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I am a wealth manager, speaker, and author of Wall Street’s Just Not That Into You: An Insider’s Guide to Protecting and Growing Wealth (Bibliomotion, 2015). My experience has been broad, ranging from the completion of a $50,000,000 private bond offering to managing endowment assets for a large southeastern seminary. I am the founder of Woodridge Wealth Management, and I have served as an advisor to Deposit Guaranty National Bank and later its successor, First American National Bank.

Prior to the formation of Woodridge Wealth Management and its predecessors, I was Senior Vice President at UBS Financial Services. From 1996 to 2000 I was a limited partner at J.C. Bradford & Co. where I served as a member of the senior advisory council. I have worked as a financial advisor since 1992, beginning my career at Dean Witter Reynolds in Jackson, Mississippi.

In addition to my experience managing money and executing large transactions, I have practical business experience as a board member and shareholder for several successful private companies. I have served numerous non-profits as a board member, and I am currently a member of the board of directors for the Santa Monica Rotary Club. I received a Bachelor’s Degree from the University of Mississippi in 1991 and I live in Los Angeles, CA with my wife and two children.

William Rassman, CFP® Photo
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William Rassman, CFP®

Director of Advisory Services

WILLIAM RASSMAN, CFP®

Director of Advisory Services

wrassman@centricca.com

310-579-9122

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My professional focus is developing and maintaining formal, written financial plans for our clients, as well as tracking the risk-adjusted performance of the money managers we employ in our clients' investment portfolios.

I am a Certified Financial Planner™ practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.  As a CFP® professional, I am required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. The CFP® certification is the most recognized in the industry for personal financial planning. I am also an active member of the Financial Planning Association, the Santa Monica Chamber of Commerce and Toastmasters International. 

During my free time I enjoy watching and participating in sporting events, as well as volunteering with my dog, Gopher, through Therapy Dogs International (TDI®). TDI® is a volunteer organization dedicated to therapy dogs and their volunteer handlers for the purpose of visiting nursing homes, hospitals, and other institutions. A former college hockey player and NCAA golfer, I live in Brentwood.

Benjamin Castillo Photo
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Benjamin Castillo

Manager of Financial Services

BENJAMIN CASTILLO

Manager of financial services

bcastillo@centricca.com

310-579-9124

My professional focus is supporting the investment management and financial planning arms of the firm. In addition, I am continually building the foundation of our marketing – providing and cultivating superior up-to-date content for our clients and prospects.

I received a BBA from Emory University’s Goizueta Business School in finance and real estate. I previously worked as an equity analyst at First Western Capital Management. I am currently studying at UCLA in pursuit of a Chartered Financial Analyst (CFA) designation.

During my free time I enjoy keeping up with LA sports teams and reading history. In the past, I have worked on political campaigns and with AIPAC. I have also helped several individuals with their college application essays. I enjoy being active in the local Jewish community and currently reside in Pacific Palisades. 

Brendan Morad Photo
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Brendan Morad

Manager of Insurance Services

BRENDAN MORAD

Manager of Insurance Services

bmorad@centricca.com

310-579-9123

My professional focus is to provide support to our clientele both through the life insurance application process and through the life of the policy. I procure policy documents and up-to-the-minute information for the client to help them know how the policy is performing and if any adjustments may be necessary in order to keep it performing optimally. I support the initial insurance process to ensure the most efficient solutions are realized for the benefit of the client.

I have earned the Fellow Life Management Institute (FLMI), Associate Financial Services Institute (AFSI), and Associate of Customer Support (ACS) designations from the Life Office Management Association (LOMA). This designation provides an industry-specific training of the insurance and financial services industry—including product knowledge, regulatory challenges, quantitative/financial concepts, insurance’s role in financial planning, and a bird’s eye view of how the life insurance industry operates as a whole.

During my free time I enjoy travelling, attending concerts and playing music. I am an avid runner and have competed in a marathon race every calendar year since 2011. I am a native Southern California resident and currently reside in Playa Vista.