Erik O. Strid, CFP®, ChFC
Concentus Wealth Advisors, Founding Principal and CEO
Erik is one of the co-founders of Concentus Wealth Advisors and currently serves as the Chief Executive Officer of the firm. With over 25 years of industry experience, Erik guides the firm’s overall strategy.
After graduating from Amherst College in 1991, Erik spent a year working with Rittenhouse Capital Management, before joining Gerald in 1992. Erik currently holds his general securities registrations and insurance licenses, as well as CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant designations.
In addition to his formal designations, Erik has appeared on CNBC’s Worldwide Exchange, Fox News’ America’s News HQ, Live Well’s Mary on Money, CN8’s Money Matters Today and The Real Estate Connection.
In 2012, Erik was one of thirteen advisors named to Main Line Today’s Top Financial Advisors list.
Erik’s career in the financial services industry is based on two key principles: putting the client’s interests first and providing exceptional personal service. Through the personalized service that has become Erik’s trademark, he takes the time to prepare and educate our clients so that they feel more confident with each decision they make. His commitment to identifying specific investment needs—combined with outstanding personalized service—has resulted in many satisfying, long-term relationships for the firm.
Erik lives in Bryn Mawr, PA with his wife and three children. He serves on the boards of the Philadelphia Chapter of the Salvation Army, Acting Without Boundaries (serving young people with disabilities) and The Holy Child School at Rosemont. In addition, he is on the financial advisory board of the Sisters of St. Francis in Media, PA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®