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Concurrent Makes Top 100 Financial Advisor List for 2021

Updated: Sep 30



This June, the globally known financial knowledge platform Investopedia published its annual Top 100 Financial Advisor List for 2021, for which I am humbly honored to be named.


The advisors on this list are full of inspiring and impactful people. All are peers, many are colleagues, some are dear friends, and a couple is "family.” We are very fortunate to help people achieve their life and money aspirations. I want to extend my congratulations to all of the advisors.


Duly important are the clients and followers of Concurrent Financial Planning and the Life Money Balance™ Blog. Thank you for entrusting us to help you and your family create your life design and achieve your life aspirations.


We appreciate your following and are elevating our content frequency to help you with money technical and money psychology guidance. Please share the Concurrent Financial Planning website and the Life Money Balance™ Blog with your family and friends as resources to their life and money journey. Please subscribe to the blog and follow your preferred social media platform for the latest money tips and guidance.


Cheers!