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 20 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 fifteen 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.
Christie manages our client review meeting process. She is as an integral member of the team that meets with clients, ensuring thorough preparation ahead of time and proper follow-up on any outstanding items. She has more than 15 years of experience working with leading-edge corporations and has extensive knowledge of the financial services industry. Christie excels in business development and client management by consistently delivering extraordinary client service. Our clients appreciate her positive attitude and attention to detail. Christie graduated from the University of California at Davis and previously worked in private client and financial sales roles within some prominent Bay Area financial companies. Christie and her family reside in Moraga, where they are actively involved in the community through schools and sports.
Client Service Associate
Sandi is responsible for providing our clients with an extraordinary level of service and support. She 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, Sandi handles many reporting and daily operational functions at the firm. Before joining Concentric, Sandi was vice president of two San Francisco advertising agencies where she focused primarily on the financial services industry. Her client-centric, thorough approach distinguishes the service Sandi provides. She holds a bachelor’s degree from the University of California at Berkeley. Sandi and her family reside in Moraga where they are actively involved in the schools, sports, and community service activities.
Nicole works closely with other members of the Concentric team in clients meetings and in preparing client analyses. She has 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.
Giving Back to the Community