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Amir B
Series 63, Series 65
Walnut Creek, CA
Concurrent Investment Advisors, LLC
Amir Barar is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, Merrill, and Morgan Stanley. Barar is also a licensed real estate agent and serves as CEO of a support company that partly owns Laurus Financial Group, a DBA of Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services, supported by a network of approximately 286 advisors.
Craig W
Series 63, Series 65
Walnut Creek, CA
Concurrent Investment Advisors, LLC
Craig Weinstein is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Laurus Financial Group, Raymond James Financial Services, and LPL Financial. Weinstein is also involved in insurance advisory roles and serves as CEO of Strategic Capital Solutions Wealth Management. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by affiliated sub-advisory arrangements and platform integrations.
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