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About Us Meet Our Team

Meet Our Founder Vickie Intriago, CFP®, RICP®

With over three decades of experience in the financial industry, Vickie Intriago has dedicated her career to one singular mission: helping retirees and soon-to-be retirees transition from the "saving" phase of life to a "living" phase with absolute confidence.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Retirement Income Certified Professional® (RICP®), Vickie specializes in the complex "red zone" of retirement. She doesn't just manage assets; she is an advice driven financial planner building comprehensive income roadmaps that prioritize tax efficiency and lifelong income for clients.

A Champion for Independence

Vickie’s approach is rooted in fierce independence. Having built her own successful practice in Torrance, California, she is a passionate advocate for female financial empowerment. She believes that financial literacy is the ultimate tool for freedom and spends much of her time mentoring women to take the driver's seat of their own financial futures.

Beyond the Numbers

A proud 1991 graduate of California State University, Dominguez Hills, Vickie remains a firm believer in the power of education and mentorship. She views the financial planning process as a partnership, valuing the "unstructured learning" and personal connections that come from meeting clients face-to-face in her office.

When she isn't analyzing tax strategies or coordinating with estate attorneys, Vickie can be found tending to her garden, enjoying the California coast with her dog, Tina, or keeping up with her lifelong network of friends as well as traveling.

Vickie Intriago

Vickie Intriago, CFP®, RICP®

Founder & Financial Strategist

With over three decades of experience in the financial industry, Vickie Intriago has dedicated her career to one singular mission: helping retirees and soon-to-be retirees transition from the "saving" phase of life to a "living" phase...
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Eileen Padilla

Eileen Padilla

Office Assistant to Vickie Intriago

As the Administrative Assistant to Vickie Intriago, CFP®, I serve as the primary point of contact for our clients, ensuring every inquiry is handled with care. With over 13 years of administrative experience and a Bachelor’s degree in...
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Tina Intriago

Tina

Head of Energy & De-Stressing Officer

Tina’s primary job is keeping the boss in tip-top shape! She’s the spark that energizes my mornings and the perfect walking partner when it’s time to step away and clear my head after a long day. She handles office stress management...
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Our Values We’re Here to Nurture Your Financial Well-Being

We like to think of our practice as a destination for women and couples looking to discover their full financial potential. While you may be a successful earner, we understand that learning to preserve your wealth can be an entirely different skill set. With a focus on understanding and education, it is our hope to bring value to your life in helping you prepare for financial independence.

We Pride Ourselves on Being: 

Attentive

If we tell you we’re going to do something, we do it. Our firm is focused on following-through and remaining responsive to your questions and concerns. We’re not a big corporation, which means you’ll never have to listen to elevator music while on hold or get lost in a phone tree. When you call, we’ll pick up.

Fiduciary

As a CERTIFIED FINANCIAL PLANNER®, our founder Vickie acts as a fiduciary for her clients. That means she’ll offer solutions and strategies that she believes will be in your best interest. In addition, Vickie and the rest of our team value honesty in our interactions and work to bring unbiased advice to every client.

Compassionate

Financial planning can be emotional, especially for those who may be experiencing the death of a loved one or a drawn-out divorce. We’re by your side whether you’re navigating rough terrain or worrying about retirement. While preparing you for financial independence throughout retirement is what we do, caring about your personal well-being is who we are.

Our Firm is Backed By Centaurus Financial's Resources, Technology And Support

Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities, investment advisory services and insurance products. Centaurus is a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) and a Registered Investment Adviser with the Securities & Exchange Commission (SEC).

Founded in 1992, Centaurus was formed with a singular focus – to provide unparalleled service, support, technology, and education to independent financial advisors in the securities industry. While the industry as a whole and Centaurus itself have evolved dramatically since our inception, the uncompromising focus of the company remains the same to this day.

Do We Sound Like a Good Fit?

Ready to transition from saving to truly living? Schedule a conversation with Vickie today to start building your personal retirement roadmap.

Let's Talk