Our staff provides personalized service that larger institutions cannot provide. We have purposefully allowed only modest growth, opting for a communicative and nimble team of a size that allows us to be attentive to both the market and our clients.
Chief Executive Officer and Wealth Advisor
Eric provides the leadership to achieve the firm’s mission and vision. A senior-level advisor, Eric has over 25 years’ experience working with business owners, executives, and professionals, developing financial plans and investment strategies. Before founding Concentric, Eric served for eight years as a lead advisor for a national wealth management firm, managing portfolios and developing sophisticated personal financial strategies for high-net-worth clients. Eric graduated from the University of California at Berkeley and started his financial career in the accounting field, where he earned his Certified Public Accountant (CPA) designation. Eric has been an active member of the financial-planning community and has served as president and board member of the Financial Planning Association of the East Bay. Eric and his family reside in Moraga, where they are actively involved in the schools, sports, and community organizations.
Stewart A. McGuire, CFA, CFP
Chief Investment Officer and Wealth Advisor
Stewart coordinates the firm’s research and directs the efforts of the Investment Committee. As a senior-level advisor with 18 years of experience, he also works closely with clients on the development and the implementation of financial plans. Before joining Concentric, Stewart was vice president of an East Bay investment management and financial-planning firm, where he spent eight years advising high-net-worth clients and serving on the firm’s management team and Investment Committee. Stewart holds a degree in business finance from the University of San Francisco and an MBA from the University of California at Berkeley. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is also a member of the CFA Institute of San Francisco. Stewart lives with his wife, Katie, and their two children in Moraga, where they are involved in community activities, sports, and the schools.
Senior Financial Planner
Nicole works closely with other members of the Concentric team in clients meetings and in preparing client analyses. She has over 15 years of experience as a financial planner coordinating with clients to define their most important goals and develop strategies to reach them. Clients appreciate her caring and thorough approach to coaching them through the financial aspects of life’s transitions. Nicole is a Certified Financial Planner™ (CFP) and a Chartered Life Underwriter (CLU) and has a Master’s degree in Financial Planning from Golden Gate University, a Certificate in Personal Financial Planning with Distinction from UC Berkeley Extension, and a Bachelor of Arts degree from Oberlin College. She is a member of the Financial Planning Association. Nicole and her family reside in the Montclair district of Oakland and are actively involved in their preschool community.
Financial Planning Associate
Amanda helps manage our client review meeting process. She is an integral member of the team that meets with clients, ensuring thorough preparation ahead of time and proper follow-up on any outstanding items. Amanda has a Master’s Degree in Financial Planning from the University of Georgia. She is responsible for overseeing all plan implementation and client service needs. Previously she volunteered her time as a site coordinator for the Volunteer Income Tax Assistance Program and as a financial counselor at the ASPIRE Clinic at the University of Georgia. She has a passion for helping people and dealing with personal finances. Amanda loves pizza, Disney, and spending time with her two miniature dachshunds, Minnie and Bleu, and her family.
Client Service Associate
Tor is responsible for providing our clients with an extraordinary level of service and support. He works with clients and their advisors on a variety of tasks, including new account set up, security transfers, account withdrawals, family and charitable gifting, and retirement account contributions. In addition, Tor handles many reporting and daily operational functions at the firm. Tor graduated from UC Santa Barbara with a bachelor’s degree in Global Studies and a certificate in technology management. While in college, he also played five seasons for the Gaucho’s Division I water polo team. When Tor is not at work, he can be found poolside coaching for the CC United youth water polo club.
Giving Back to the Community