Theresa Nguyen-Muth - CEO Wealth Centric

Theresa Nguyen-Muth - CEO Wealth Centric Protect Asset & Build Wealth & Realize Dreams We simplify the sophistication of wealth management without compromising on targeted results. Member FINRA/SIPC.

WealthCentric Insurance and Financial Services Group was created to provide guidance and strategies for clients who seek to protect their assets, build wealth, and create legacy. Our team and partners are selected based on their astute expertise in tax strategies, estate planning, and financial planning proficiency. Investment Advisor Representative offering securities and advisory services throug

h Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Wealthcentric and IFG are unaffiliated entities. CA insurance license . For a list of states in which we are registered to do business, please visit https://www.wealthcentricgroup.com/

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Good morning world!!! watching Better buzz expansion. We're going places together.
02/27/2026

Good morning world!!! watching Better buzz expansion. We're going places together.

Happy Lunar New Year! May you enjoy prosperity and happiness in the year of horse!
02/17/2026

Happy Lunar New Year! May you enjoy prosperity and happiness in the year of horse!

Wishing you and yours a happy, healthy and prosperous Lunar New Year!
02/17/2026

Wishing you and yours a happy, healthy and prosperous Lunar New Year!

Happy holidays from our families to yours!
12/25/2025

Happy holidays from our families to yours!

Wishing you a happy and safe holidays!
12/25/2025

Wishing you a happy and safe holidays!

Hmmm, I wonder what is in this stocking?
12/24/2025

Hmmm, I wonder what is in this stocking?

09/25/2025
Just landed in Michigan for UWM meeting tomorrow. Making new friends, exchanging ideas! WealthCentric now offers mort...
09/23/2025

Just landed in Michigan for UWM meeting tomorrow. Making new friends, exchanging ideas! WealthCentric now offers mortgage and business financing. Can't wait to bring even more options to our clients.

Time to say goodbye. It was a quick short week but so much promises. Can't wait to go places with concepts we've put ...
04/30/2025

Time to say goodbye. It was a quick short week but so much promises. Can't wait to go places with concepts we've put together!

Six years in the making. Finally meet my team in the Phillipines! awesome people with good hearts. So blessed to have ...
04/28/2025

Six years in the making. Finally meet my team in the Phillipines! awesome people with good hearts. So blessed to have them as our support.

Always great to hangout with the great John Shin, a leader in the financial services industry- and his cars proves his s...
04/02/2025

Always great to hangout with the great John Shin, a leader in the financial services industry- and his cars proves his success!

Address

6650 Flanders Drive, Ste F
San Diego, CA
92121

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 5:30pm
Thursday 9am - 6pm
Friday 9am - 6pm

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