Team

We leverage our team’s breadth of experience to help you enjoy, preserve, and pass on your success.

– Erik Strid

Team2018-12-11T12:07:48+00:00

Meet Our Team: Distinguished, Distinctive, Dedicated

Our team is distinguished. Our approach is distinctive. But most importantly, as your advisor, we are dedicated to helping you achieve your financial goals. Our focus isn’t on products and balance sheets – it’s on you and your family.

We leverage our team’s breadth of experience to help you enjoy, preserve, and pass on your success. Our professional designations include:

  • Master’s Degree in Financial Services (MSFS)

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU)

  • Chartered Advisor in Philanthropy (CAP)

  • Chartered Advisor for Senior Living (CASL)

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.