Concert Global, Inc

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Description

Flexibility: To offer your client a wide range of services, not proprietary products you are pressured to sell.

CONCERT operates on an open architecture platform that can help streamline and expand any independent practice. Partnering with CONCERT allows YOU to make the best decisions for YOUR clients because we provide you with the support services and flexibility you need to succeed. We have already partnered with more than 70 independent Financial Advisors and have attained over $1.8 billion in advisory assets.

Before forming CONCERT in 2005, Felipe worked as a Corporate Vice President with UBS and managed offices in San Jose and San Francisco, CA. Prior to his time with UBS, he served as a Vice President at Smith Barney, where he helped build a unique office in Palo Alto, CA dedicated to servicing and financial planning for high net-worth individuals. Felipe is a graduate of the U.S. Naval Academy, Annapolis, MD and came to Silicon Valley in the early nineties. He now lives in San Jose with his wife Elizabeth and their three children. Felipe enjoys coaching his children's soccer teams, swimming and working with the Catholic Community Foundation of San Jose.

When you partner with CONCERT Advisor Services , you'll bring a number of advantages together - all under one roof - while keeping your unique business vision on track. Statistics show independent advisors can spend half of their time on tasks unrelated to their clients. When coupled with constantly changing client needs, advisors can face a serious crisis. CONCERT Advisor Services empowers advisors with the tools, products and resources they need so they can effectively focus on their clients’ needs while helping them fulfill their business vision. At CONCERT, we believe all the equity you build in your practice should be yours, creating a tangible asset that you can pass along or sell when you are ready to retire.

Our team of experienced industry professionals brings over 50 years of combined industry experience narrowly focused on supporting clients and the Financial Advisors who serve them.

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