The Active Advisor · 2023-05-30 · 35 min
In this episode of The Active Advisor podcast, host Bryan Moore , ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid , CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors . The conversation cuts across multiple wealth management and investment planning touchpoints, including: ● The belief that when your values are clear, your decisions are easy ● Building relationships while growing the client’s portfolio ● Helping clients cut through the noise from financial media outlets ● Advice for budding financial advisors ● Active vs. passive investing Erik Strid, CFP®, ChFC®, is a Founding Principal at Concentus Wealth Advisors. He has over twenty years of combined experience working at two different Wall Street brokerage firms, including Merrill Lynch and Wells Fargo. Erik describes his work at Concentus as being driven by the firm’s deep commitment to their 5 Core values, which include: contribution, fun, family, optimism, and integrity. Their approach is distinctive and most importantly, dedicated to helping clients achieve their financial goals.
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