Drew Aguilar CFP® – Financial Planning & Investment Strategist
Drew Aguilar serves as the Financial Planning and Investment Strategist at Centurion Wealth Management. In this role, Drew contributes to both the design and implementation of client portfolios, while helping guide the firm’s overall investment direction in alignment with each client’s broader financial goals.
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Drew began his career in wealth management in 2016, driven by a strong interest in helping individuals and families make informed financial decisions. He holds a degree in Finance from James Madison University and has prior experience at Morgan Stanley and Merrill Lynch, where he supported client service and investment operations.
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Drew is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc., reflecting his commitment to comprehensive financial planning and client-focused service.
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In his current role at Centurion, Drew combines investment research with planning expertise to develop customized portfolio strategies. He monitors market trends and applies data-driven insights to help build portfolios tailored to each client’s long-term objectives, risk tolerance, and evolving needs.
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His dual focus on financial planning and investment strategy allows Drew to bridge the gap between day-to-day market activity and long-term financial planning, ensuring clients receive a balanced, thoughtful approach to wealth management.
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Outside of work, Drew enjoys staying active, spending time with family and friends, and continuing to expand his knowledge of financial markets and planning strategies.