Adrian P. Concepcion
Adrian began his career in the financial services industry in 1998 as a Financial Advisor at Wells Fargo Advisors. He later joined New England Financial in 2004, Morgan Stanley Smith Barney in 2007 and Merrill Lynch in 2010, where he maintained a practice focused on the wealth management needs of high net worth individuals and business owners. In November of 2017, he joined LPL Financial and The Wealth Consulting Group.
Adrian focuses on developing and implementing customized wealth planning strategies that enable clients to both optimize the wealth they have already achieved and proactively align their financial lives with future goals. He also works in collaboration with clients’ legal and tax advisers to address estate planning and tax management issues.
Adrian is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and he also holds the Chartered Financial Consultant® (ChFC®) designation awarded by The American College and the Chartered Retirement Planning CounselorSM(CRPC®) designation awarded by the College for Financial Planning. He holds the Series 7 and 63 registrations with LPL Financial. He also holds the Series 65 with LPL Financial and The Wealth Consulting Group.
Adrian graduated from San Diego State University with a Bachelor of Science Degree in Business Finance and received his MBA from the University of Redlands with an emphasis in Finance. He grew up in San Diego, CA and currently lives in North San Diego with his wife and four children. When not in the office, Adrian enjoys running, hiking, racquetball and snowboarding in addition to serving on the non-profit board of the San Diego Imperial Kids Wrestling Association.
Adrian Concepcion is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC and APC Wealth Management, Inc. are separate entities from LPL Financial.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.***
CA Insurance License #0C32863