Concentrum Wealth Management has brought together a team of specialists to ensure their clients receive efficient, specialized and friendly service.
As your financial advisors, Jeffery and Jay will coordinate the financial planning process for you. They will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future.
CERTIFIED FINANCIAL PLANNER™
Jeff is tireless in his pursuit of excellence – in the work he does, in the results he achieves and in the relationships he builds with each client. His desire to help people realize lifelong goals and create lasting financial legacies brought him to the financial services industry, and he has spent the past 18 years providing individuals and businesses with multidimensional, holistic wealth management solutions.
A graduate of the University of Arkansas, where he earned a Bachelor of Science in business administration, Jeff’s financial career started with Kemper Securities (later Everen Securities, now Wachovia) in 1994. He went on to become a senior vice president of investments with previous firms. However in 2013 with the desire to be truly independent and be able to offer holistic advice, he joined his brother, Jay, in establishing Concentrum Wealth Management.
Jeff is a CERTIFIED FINANCIAL PLANNER™ so you can be sure that he provides specialized and professional planning services. To earn the CFP designation, Jeff had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Jeff’s community commitments include membership in the University of Arkansas Alumni Association and Razorback Foundation. He is an avid Arkansas Razorback sports fan and has stayed very connected to his University. He is also a member of the Financial Planning Association and the San Jose Silicon Valley Chamber of Commerce. He attends and volunteers at Family Community Church where he serves in children’s ministry.
Originally from Arkansas, Jeff currently resides in San Jose with his wife, Theresa, and their three children, Derek, Trevor and Alyssa. A self-proclaimed sports fanatic, he enjoys all sports golf, basketball, football, baseball, etc. He is an Arkansas Razorbacks, Dallas Cowboys, Golden State Warriors, and St. Louis Cardinals fan. He currently plays in a Men’s Basketball League in Morgan Hill. He is very involved with his children’s activities and coaches their teams in basketball, football, baseball, and soccer. An avid golfer, Jeff is also a member of Cordevalle in San Martin, CA, where he was the 2010 Harvest Cup Champion.
CERTIFIED FINANCIAL PLANNER™
It was the opportunity to make a lasting difference in people’s lives that inspired Jay to become a financial advisor. Since 1998, he has provided devoted, compassionate counsel to investors as he works with them to define and then help achieve their long-term financial goals.
Jay is a graduate of the University of Arkansas and holds a Bachelor of Science in education with a major in kinesiology and a Master of Science in exercise science. Following his graduation, he embarked on a professional career that has included positions as senior vice president of Investments with previous firms. However in 2013 with the desire to be truly independent and be able to offer holistic advice, he joined his brother, Jeff, in establishing Concentrum Wealth Management.
A CERTIFIED FINANCIAL PLANNER™ professional, Jay has met and continues to uphold the high education, examination, experience and ethical standards set forth by the CFP Board of Standards. You can be sure that he provides specialized and professional planning services. To earn the CFP designation, Jay had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. In addition, Jay has been accepted into Ed Slott’s Elite IRA Advisor Group™ which is a group of financial advisors dedicated to solving some of the most complex financial problems and helping to effectively manage the distribution of assets from Individual Retirement Accounts (IRAs) for their clients.
Jay, an Arkansas native, lives in Morgan Hill, California, with his wife, Elizabeth, and their children, Kirsten and Braden. Elizabeth is a 4th grade teacher at Silver Oak Elementary which is located in San Jose. In his attempt to stay active and fit, Jay enjoys participating in crossfit workouts, as well as, continuing to play basketball. However, one of his most rewarding times is being able to coach his children’s basketball and soccer teams where his passion for sports is evident. When he’s not involved in family activities, Jay truly enjoys playing in competitively sanctioned golf events and enthusiastically following his beloved Arkansas Razorbacks.
Administration/Client Service Manager
Trang ensures that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query.
Trang is a graduate of the University of California, Riverside and holds a Bachelor of Arts in Liberal Studies. She continued her studies at Santa Clara University and obtained a Master of Arts in Interdisciplinary Education.
For the past 9 years, Trang has held multiple teaching positions at both public and private educational institutions. Her most recent teaching position was as a reading instructor at the San Jose Job Corps Center where she worked with disadvantaged young adults.
Trang is a native of California and currently resides in Campbell, California. In her spare time, she enjoys hiking, baking and crafting.
Client Service Team
Prior to joining Concentrum, Jessica worked for many years as the Human Resources Manager for a privately held company that assisted the U.S. Govt. with coordinating their landscaping and design needs.
Jessica originally attended Merritt College, and received her certification in Landscape Design and Architecture.
Jessica is a native of California and currently lives in Morgan Hill, California with her husband and three daughters. In her spare time, she enjoys spearheading fundraisers for her daughter’s school, helping manage the school’s sports teams, and helping with their extracurricular activities.
Jessica is passionate in giving back to the community and assists with projects to raise funding for the emergency shelter program for battered woman and children. She also is an avid gardener, and loves reading, camping, and spending time in the outdoors with her family.
Business Development Consultant
Glenn has been in the Financial Services Industry for over 20 years. His current role is an important one for the Concentrum team, acting as a Wealth Advisor and Business Consultant.
Prior to joining Concentrum, Glenn had the opportunity to consult for, and work with hundreds of RIAs (Registered Investment Advisers), helping them implement best practices, and giving him a unique perspective in the RIA space.
Glenn is a graduate from the University of California Riverside and holds a Bachelor of Arts in Administrative Studies.
Glenn is a CERTIFIED FINANCIAL PLANNER™ professional and works tirelessly in the pursuit of delivering solutions to help clients take control of their financial future. As a CFP® professional, Glenn adheres to a professional code of ethics and commitment to act as a fiduciary and in the best interest of his clients.
Glenn is a big believer in the philosophy that the reason why most people face the future with apprehension instead of anticipation, is because they don’t have it well designed. To that end, one of Glenn’s passions is helping clients design plans to achieve both their Financial and Lifestyle goals.
Outside of work, you will find Glenn spending time with friends and family and pursuing his passion for golf, epic mountain biking, and keeping up with Bay Area Sports. Glenn is a believer that wherever you are in both life and business, one should do their best to enjoy the journey.
Lance studied finance and economics at Santa Clara University. While he was a student, he enjoyed interning in the tech, banking, and real estate industries. However, with a passion of helping others from an early age, Lance eventually decided on fulfilling his desire with a career in financial planning. Lance is currently working towards his Certified Financial Planner designation.
A California native, Lance resides in Santa Clara. In his spare time, he enjoys hiking, traveling, reading, and rooting for the Golden State Warriors
Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as retiring, receiving an inheritance or buying a new home. Our resources and expertise help you to prepare for such events, so that you can achieve your financial and lifestyle goals.
During our initial meeting, we will discuss your goals and objectives, and our approach to financial planning. The purpose of this meeting is for each of us to determine whether or not there is a fit for us to work together. In our experience, this is the foundation of a solid long-term relationship.
Our Other Professional Resources
Because your financial situation is often complex, Jeff and Jay typically work directly with other professionals to design and implement the strategies that will help you to achieve your goals. They rely on a network of professionals who provide technical advice as required. The professionals our group works with include:
- Estate Lawyer
- Certified Public Accountant
- Mortgage Broker
- Real Estate (Commercial and residential)
- General Insurance
Financial Planning with Concentrum Wealth Management
We provide comprehensive financial planning. If we develop a successful working relationship, we can help you to achieve your goals.
Keys to a Successful Relationship: What You Can Expect
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need me.
- Treat you with respect, honesty and dignity.
- Act as your advisor, putting your interests first.
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
- Explain the implications of the strategies I propose.
- Update you by email, mail and phone.
- Meet with you regularly to review your Personal Financial Policy Statement.
Keys to a Successful Relationship: What I Can Expect
Effective communication and mutual respect are essential to a successful partnership, so we expect:
- Complete disclosure
We expect you to understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the financial planning process.
Keys to a Successful Relationship: Mutual Responsibilities
Working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your Personal Financial Policy Statement. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.