Carolyn Parenti Pearson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. She owns Cpearson LLC, a support company established for tax purposes, and is involved with Fig Garden Wealth Management Group, a DBA she uses for marketing financial advice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Richard Camacho is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Ameriprise Financial Services, and Wells Fargo Clearing. Outside of investment advising, he owns a holding company that supports tax filing and provides fixed insurance services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by institutional relationships and affiliated sub-advisory arrangements.

Kimberly Corrente is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Raymond James Financial Services. Kimberly is based in Fresno, CA. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.