Fresno, CA Office
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Concurrent Investment Advisors, LLC
Enterprise
Firm-wide stats for Concurrent Investment Advisors, LLC
About
Concurrent Investment Advisors, LLC is an SEC-registered, multi‑team advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management (discretionary and non‑discretionary), financial planning (ongoing and project‑based), retirement plan and participant advisory services, and sponsors a wrap fee program, supported by a network of roughly 286 advisors serving over 13,000 clients.
Concurrent’s investment process is centered on customized, primarily long‑term portfolios that typically use ETFs and mutual funds and may include individual securities, bonds, alternative investments, and independent sub‑advisers. The firm conducts internal due diligence, constructs strategic asset allocations, and offers operational tools for held‑away accounts (including an order‑management integration) as well as cash management and mortgage‑platform options made available through third‑party providers, with client consent and disclosure of related operational and cybersecurity considerations.
What distinguishes Concurrent from many peers are its affiliated sub‑advisory arrangements and platform integrations: the firm may utilize Concurrent Asset Management, LLC (CAM) as a sub‑advisor and discloses that CAM’s use can involve fee sharing and potential equity interests for IARs, creating a material affiliation to consider. Concurrent also makes available third‑party solutions (for cash management and mortgage access) and maintains institutional relationships with multiple custodial platforms, and it explicitly oversees delegated retirement plan model managers and participant‑level implementation.
Based on Concurrent Investment Advisors, LLC
Location
5200 N. Palm Avenue, Suite 312
Fresno CA 93704
Advisors at this office
3
Advisors at this office
Carolyn P
Series 63
Fresno, CA
Concurrent Investment Advisors, LLC
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 C
Series 63, Series 66
Fresno, CA
Concurrent Investment Advisors, LLC
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 C
Series 63, Series 65
Fresno, CA
Concurrent Investment Advisors, LLC
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.
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