Concert Wealth Management:
A Financial Advisory Firm

Recently Released!!!
Date Published: May 2013
Comprehensive Power Point Deck: 19 Slides
Summary Power Point Deck: 10 Slides

Concert Wealth Management was founded by Felipe Luna in 2005 and is based in San Jose, CA. Concert Wealth Management has eleven offices and is led by its Chairman Felipe Luna. Concert Wealth Management's web site can be found at

Concert Wealth Management's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.
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