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Lance Pieper, CFP®, CDFA®


Lance is a Financial Advisor with the Concentrum team, and he takes great pride in helping clients put together the pieces of their financial puzzle to develop comprehensive financial plans. 

As a CERTIFIED FINANCIAL PLANNER™ professional, Lance has met the education, examination, experience, and ethical standards set forth by the CFP® Board of Standards. Lance is also a Certified Divorce Financial Analyst® professional, able to assist with the financial implications of divorce proceedings. Lance has experience in financial planning, risk management, retirement planning, estate planning, and asset management. 

While studying finance and economics at Santa Clara University, Lance discovered his passion for economic history and financial markets. Lance found Concentrum to be a natural fit for that passion, and a natural way to channel that passion into a career helping others reach financial independence. 

A California native, Lance lives in Campbell. In his spare time, he enjoys traveling, golfing, playing basketball, working out, and spending time with family and friends.