If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

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

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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Guest Details:

Erik Strid on LinkedIn

Concentus Wealth Advisors Website

Concentus Wealth Advisors on LinkedIn

Harbor Capital Details:

Harbor Capital Website
Harbor Capital on LinkedIn
Harbor Capital on Youtube
Harbor Capital on Twitter
Host Brayan Moore on LinkedIn

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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