San Diego, CA 12730 High Bluff Dr Office

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, and Wells Fargo Advisors. Outside of his advisory work, he is a member of BNI Team Builder, a networking organization focused on professional referrals, and he manages a family-owned janitorial business. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Denise Ruiz is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Raymond James Financial Services and Wells Fargo Clearing. Ruiz is also affiliated as a registered representative with Purshe Kaplan Sterling Investments, Inc. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, and supports its advisors with integrated operational tools and sub-advisory relationships.

Dimitris Magemeneas is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Kingsview Asset Management, and the State of California. He is also the owner of Dimitris Petros Magemeneas Inc., an entity related to his advisory services. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, employing customized, primarily long-term portfolios that include ETFs, mutual funds, and alternative investments.

Robert Ortbals is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Raymond James Financial Services and Wells Fargo Clearing. He is also employed as a financial advisor with Next Retirement Solutions. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, and supports a network of approximately 286 advisors serving over 13,000 clients.

Paul Neuner is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he owns and operates a hobby farm focused on raising Wagyu beef. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Courtney Hincks is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network and J.P. Morgan Securities LLC. Outside of her advisory work, she coaches youth lacrosse for the Coronado Lacrosse Club. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term wealth and investment management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Stevan Dority is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. His prior firms include Raymond James Financial Services, Wells Fargo Advisors, and Morgan Stanley. In addition to his advisory role, he is the CEO of Wine Country Wealth, a wealth management firm. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Scott Benson is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. Outside of his advisory role, Benson serves as a FINRA arbitrator and is employed part-time with SEIU Local 280 in a union position related to horse racing events. 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 emphasizes customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by integrated operational tools and affiliated sub-advisory arrangements.

Damon Delillo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Wells Fargo Clearing. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, 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 a network of about 286 advisors.

Kevin Mcfarland is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. In addition to his advisory work, he manages a horse farm through Valley Farm Racing LLC. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Neelab Naibkhyl is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of advising, she serves as vice-president at Concurrent Investment Advisors, leading various departments and overseeing overall operations. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kenneth Maring is a financial advisor with Concurrent Investment Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include extensive tenure at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Advisors LLC, and Citigroup Global Markets. He is also the owner of Great Basin Asset Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.