WSJ.com: Erik Strid speaks with WSJ’s Alex Coppola about the value of a thoughtful gifting plan

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September 16th, 2014
Erik speaks with WSJ’s Alex Coppola about the value of a thoughtful gifting plan in the article, When Gifting Isn’t Spoiling’.

WSJ.com
The client was a self-made millionaire in his 60s. Born into a blue-collar family, he had put himself through college and started a successful business that he ran for about two decades. After selling his stake in the company, the man and his wife began working with adviser Erik Strid on their retirement plan.

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About the Author:

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 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.
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