Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Pieper is a Certified Financial Planner® and a registered Investment Advisor Representative with Concentrum Wealth Management. Lance has been with Concentrum Wealth Management since 2018, and prior to that was a student. Lance is currently registered to provide investment advice in California. Lance specializes in retirement planning, college savings, estate planning, insurance, and tax planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/12/2021 - Present
Concentrum Wealth Management (San Jose CA)
Active
Inactive
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