Miles Fitzwilson

Fowler College of Business Student | Finance

Role
Wealth Management Intern at Centura Wealth Advisory
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Miles Fitzwilson

Finance and accounting student at San Diego State University with a strong interest in wealth management, investment advisory, and financial services. I am highly organized and detail-oriented with a proven record in superior customer service, relationship building, and problem-solving for people across all backgrounds.As part of my professional development, I completed the Amplified Planning Externship, gaining hands-on experience with real-world client scenarios. I practiced creating comprehensive financial plans, analyzing investment portfolios, evaluating tax strategies, and preparing retirement plans.I am seeking opportunities in wealth management, financial planning, and investment advisory where I can apply my curiosity, work ethic, adaptability, and analytic and problem solving skills to help clients grow and protect their wealth. I am motivated to take on new challenges and I value authenticity, integrity, and a sense of humor.

Experience

  1. Wealth Management Intern

    Centura Wealth Advisory

    Apr 2026 — Present · San Diego, CA, US

    Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth® process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals.CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/

Education

  • Columbia River High School

    High School Diploma

  • Fowler College of Business at San Diego State University

    Finance, Finance and Financial Management Services

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Miles Fitzwilson — Wealth Management Intern at Centura Wealth Advisory in San Diego, CA, US | Unifers