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Concentric Wealth Management

Concentric Wealth Management

Investment Management, 251 Lafayette Cir Ste 200, Lafayette, California, 94549, United States, 1-10 Employees

concentric-wealth.com

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phone no Phone Number: +15*********

Who is CONCENTRIC WEALTH MANAGEMENT

We founded Concentric Wealth Management to build the premier, personal wealth management firm in the East Bay. We serve a limited number of clients by design. You will have a personal rel...

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  • 251 Lafayette Cir Ste 200, Lafayette, California, 94549, United States Headquarters: 251 Lafayette Cir Ste 200, Lafayette, California, 94549, United States
  • 2008 Date Founded: 2008
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies
  • Eric Flett CEO:   Eric Flett

industries-icon Industry: Investment Management

SIC SIC Code: 8741 | NAICS Code: 523940 | Show More

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Concentric Wealth Management Org Chart and Mapping

Eric Flett

Eric Flett

CEO and Principal

VP-Level
Stewart McGuire

Stewart McGuire

CIO and Principal

Employees
Pete Robinson

Pete Robinson

Wealth Management Advisor

Amanda Walker

Amanda Walker

Financial Planner

Emily Rasmussen

Emily Rasmussen

Client Service Associate

Josh Wentz

Josh Wentz

Wealth Management Associate

Cheryl Pemberton

Cheryl Pemberton

Associate

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Frequently Asked Questions Regarding Concentric Wealth Management

Answer: Concentric Wealth Management's headquarters are located at 251 Lafayette Cir Ste 200, Lafayette, California, 94549, United States

Answer: Concentric Wealth Management's phone number is +15*********

Answer: Concentric Wealth Management's official website is https://concentric-wealth.com

Answer: Concentric Wealth Management's revenue is $1 Million to $5 Million

Answer: Concentric Wealth Management's SIC: 8741

Answer: Concentric Wealth Management's NAICS: 523940

Answer: Concentric Wealth Management has 1-10 employees

Answer: Concentric Wealth Management is in Investment Management

Answer: Concentric Wealth Management contact info: Phone number: +15********* Website: https://concentric-wealth.com

Answer: We founded Concentric Wealth Management to build the premier, personal wealth management firm in the East Bay. We serve a limited number of clients by design. You will have a personal relationship with a caring, attentive advisor who understands your financial goals and dreams.

Answer:

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