CONCENTRIC WEALTH MANAGEMENT - Key Persons
Amanda helps manage our client review meeting process. She is an integral member of the team that meets with clients, ensuring thorough preparation ahead of time and proper follow-up on any outstanding items. Amanda is a Certified Financial Planner (CFP®) and has a Master's degree in Financial Planning from the University of Georgia. She is responsible for overseeing all plan implementation and client service needs. Previously she volunteered her time as a site coordinator for the Volunteer Income Tax Assistance Program and as a financial counselor at the ASPIRE Clinic at the University of Georgia. She has a passion for helping people and dealing with personal finances. Amanda loves pizza, Disney, and spending time with her two miniature dachshunds, Minnie and Bleu, and her family.
Emily assists with financial planning, maintaining client accounts, and the day-to-day servicing of client requests. She also supports advisors with the scheduling and preparation for client review meetings. She graduated from the University of Alabama with degrees in Economics and Finance. Emily lives in Lafayette and is an avid swimmer and swim coach.
Job Titles:
- Chief Executive Officer and Wealth Advisor
Eric provides the leadership to achieve the firm's mission and vision. A senior-level advisor, Eric has over 30 years' experience working with business owners, executives, and professionals, developing financial plans and investment strategies. Before founding Concentric, Eric served for eight years as a lead advisor for a national wealth management firm, managing portfolios and developing sophisticated personal financial strategies for high-net-worth clients. Eric graduated from the University of California at Berkeley and started his financial career in the accounting field, where he earned his Certified Public Accountant (CPA) designation. Eric has been an active member of the financial-planning community and has served as president and board member of the Financial Planning Association of the East Bay. Eric and his family are long-time residents of Moraga. Eric is actively involved in community organizations and supports the athletic programs at Cal and Saint Mary's College.
Job Titles:
- Director of Advisory Services and Wealth Advisor
Nicole has over 20 years of experience advising clients. She enjoys working collaboratively to define their most important goals and develop strategies to reach them. Clients appreciate her caring and thoughtful approach to coaching them through the financial and emotional aspects of life's transitions. Nicole also works closely with other members of the Concentric team to hone our internal processes and enhance our client service. Before joining Concentric, Nicole was a senior financial planner at a local wealth management firm and has experience in the insurance and investment-advisory industries. Nicole is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU), and has a Master's Degree in Financial Planning from Golden Gate University. She also has a Certificate in Personal Financial Planning with Distinction from UC Berkeley Extension, a Graduate Certificate in Financial Life Planning from Golden Gate University, and a Bachelor of Arts degree from Oberlin College. She is a member of the Financial Planning Association, a leader of a local study group of financial planners, and she also participates in local cancer and grief communities. Nicole and her family reside in the Oakland Hills and enjoy hiking and biking amongst the beautiful redwoods.
Job Titles:
- Chief Investment Officer and Wealth Advisor
Stewart coordinates the firm's research and directs the efforts of the Investment Committee. As a senior-level advisor with over 20 years of experience, he also works closely with clients on the development and the implementation of financial plans. Before joining Concentric, Stewart was vice president of an East Bay investment management and financial-planning firm, where he spent eight years advising high-net-worth clients and serving on the firm's management team and Investment Committee. Stewart holds a degree in business finance from the University of San Francisco and an MBA from the University of California at Berkeley. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®). He is also a member of the CFA Institute of San Francisco. Stewart and his wife Katie raised their two children in Moraga where they have been involved in community activities, sports, and the schools.
Job Titles:
- Financial Planning Associate
Tor is responsible for providing our clients with an extraordinary level of service and planning assistance. He is a Certified Financial Planner (CFP®) and supports clients with new account set up, security transfers, account withdrawals, family and charitable gifting, and retirement account contributions. In addition, Tor handles client reporting and daily operational functions at the firm. Tor graduated from UC Santa Barbara with a bachelor's degree in Global Studies and a certificate in technology management. While in college, he also played five seasons for the Gaucho's Division I water polo team. When Tor is not at work, he can be found poolside coaching for the CC United youth water polo club.