Lance Pieper has been an investment adviser representative at Concentrum Wealth Management since January 2021, and is not listed among the firm’s executive officers or direct owners. Lance Pieper studied at Santa Clara University.
Concentrum Wealth Management, Inc. is a San Jose, CA firm with $987M under management, 420 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Lance Pieper is a Financial Advisor with Concentrum Wealth Management. He develops comprehensive financial plans and has experience in financial planning, risk management, retirement planning, estate planning and asset management. He is also a Certified Divorce Financial Analyst professional, able to assist with the financial implications of divorce proceedings.
- Concentrum Wealth ManagementCurrent– present · 5 yearsSan Jose, CA · Adviser representative · Firm CRD 167151
Professional designations
Listed by Concentrum Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Lance Pieper is registered as an investment adviser representative in California, since January 2021.
- CaliforniaSince 12 January 2021
Examinations
No examinations are on Lance Pieper’s record.
- CRD
- 6887180
- Firm
- Concentrum Wealth Management · CRD 167151
- Office
- 353 Piercy Rd., San Jose, CA 95138
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- concentrumwealth.com
Where does Lance Pieper work?
Lance Pieper is an investment adviser representative registered through Concentrum Wealth Management, Inc. since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Lance Pieper a financial advisor?
Yes. Lance Pieper has a current investment-adviser registration in California, through Concentrum Wealth Management since January 2021.
How many years of experience does Lance Pieper have?
Lance Pieper has 5 years in the financial industry, since January 2021, across 1 adviser firm.
Where is Lance Pieper based?
Lance Pieper’s registered office is in San Jose, CA.
Is Lance Pieper registered with FINRA?
No. Lance Pieper has no current broker registration.
Is Lance Pieper a CFP?
Concentrum Wealth Management lists Lance Pieper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lance Pieper’s record?
Search CRD 6887180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Pieper’s full registration record.
- Jonathan KastingChief Compliance Officer
Jeffery FongManaging Member
Jay FongManaging Member