David W. Reasoner
David is an experienced financial professional with over 30 years in the business.
After receiving his BS degree in Business/Finance from Cal Poly in San Luis Obispo he immediately joined a Fortune 500 company and quickly climbed through the ranks and assumed the management at a specific profit center, receiving distinction as the youngest corporate manager in the company’s history, a full fifteen years form the next youngest.
Anxious to use his college education, he matriculated into the world of corporate finance and investment advising, where he remained for twenty years achieving the title of vice president with both Morgan Stanley and UBS Inc. While a vice president at UBS Inc., he was challenged with two opportunities: accept a promotion and relocate to New Jersey, or accept an offer to run a Silicon Valley startup company acting as Chairman of the Board. He promptly accepted the chairmanship and proceeded to fully fund the company and bring its market value to a peak of approximately twenty million dollars. Given his background experience he was offered a position with Citibank.
After helping turnaround a profit center and increasing the asset base by 70% he heeded the call of entrepreneurship and formed The Reasoner Group, an independent investment firm in 2004, culminating into the merger with Sunlight Financial to form Centurion Wealth Advisors.
Giving back to the community has always been an obligation and a passion with
David. He currently serves on the Investment Policy Committee for the National Arthritis Foundation after starting out serving on the local Board of Directors in Los Angeles in 2007. Prior to the Arthritis Foundation David served on the Peninsula Family YMCA board of directors for 10 years and was nominated and awarded Volunteer of the Year, as well as being a founding member of the Bay Area Heritage Club committee. He has also helped numerous non profits over the years primarily in education for young adults, and helping out troubled youths.
David holds the following licenses and registrations through LPL Financial. Series 7- General Securities Representative, Series 63- Uniform Securities Agent State Registration, Series 65- Uniform Investment Advisor, and CA Insurance License #0A32805 for Life, Health, and Disability.