Concentric in the News
The Concentric team work hard to be a frequent, helpful voice in the industry – and the community. Whether we're speaking at industry events or launching new resources to help our clients, you'll find us in the news regularly. Check back often to see what we're up to…
November 26, 2018
Rebecca Sanderson joins the Concentric Private Wealth team as a Client Service Administrator.
November 8, 2018
Katherine Liola speaks about growth and capacity as part of a panel at the Commonwealth Financial Network national conference.
November 8, 2018
Katherine Liola is interviewed on Bloomberg radio about raising Money Smart kids.
November 7, 2018
Concentric Private Wealth joins Commonwealth Cares for their give back supporting Sammy’s House in Austin, Texas.
October 11, 2018
Joni Youngwirth, Managing Principal at Commonwealth Financial Network leads Mindful Retirement workshop for Concentric clients.
October 1, 2018
Katherine Liola is recognized as a Five Star Wealth Manager for the second year in a row.1
September 4, 2018
Rebecca Borton joins the Concentric Private Wealth team as a Certified Financial Planner.
August 24th, 2018
Katherine Liola speaks on Investing in Why, Investing in YOU at the national mortgage professionals conference in Lansdowne, VA.
July 26th, 2018
CPW launches monthly Financial Five video series.
July 13th, 2018
Katherine Liola launches weekly Financial Fitness Friday videos.
June 29th, 2018
Pete Daniels earns his Behavioral Financial Advice certificate.
June 21st, 2018
Katherine Liola is featured in an article What is shaping the advice business of tomorrow? for InvestmentNews.
May 31st, 2018
Katherine Liola speaks about the importance of Giving Back at the InvestmentNews The Future of Our Business symposium.
January 15th, 2018
CPW launches Wealth Management monthly video series.
December 19th, 2017
Katherine Liola is featured in Inspiring the Next Generation of Financial Advisors – Women in Advice for InvestmentNews.
December 4th, 2017
Katherine speaks about Being Her Village at the Commonwealth Financial Network’s Power In Practice conference in Nashville, TN.
October 10th, 2017
Katherine speaks about The Importance of Mindset and Community at the first women’s conference for Commonwealth Financial Network in San Diego, California.
October 1st, 2017
Katherine Liola is recognized as a Five Star Wealth Manager.
June 22nd, 2017
Katherine Liola is recognized as one of Washington Business Journal’s 40 Under 40 business leaders in the greater Washington DC area.2
March 1st, 2017
CPW moves to new office location at 1775 Tysons Blvd, Fifth Floor, McLean, VA 22102
December 9th, 2016
Katherine Liola’s path to success is feathered in the book, The Pursuit of Absolute Engagement by Julie Littlechild
January 2nd, 2016
Katherine Liola is invited to be part of the Commonwealth Financial Network Advisory Council for the 2016 calendar year.
June 15th, 2015
Katherine Liola graduates from Leadership Greater Washington Signature Program.
April 29th, 2015
Pete Daniels joins the Concentric Private Wealth Team.
March 13th, 2015
Amy Hughes joins the Concentric Private Wealth Team.
December 8th, 2014
Katherine Liola is featured in the Innovation in Action section of An Introduction to the Spotlight, an Absolute Engagement series.
September 15th, 2014
Katherine Liola is named as one of the top financial advisors by Washingtonian magazine for 2014.
July 31st, 2014
Katherine Liola is highlighted as an Eagle To Watch by the Boston College Alumni Association.
June 2nd, 2014
Katherine Liola is selected as one of the top 40 Under 40 financial advisors in the U.S. by InvestmentNews.3
October 1st, 2012
Concentric Private Wealth launches as an independent fee based firmed with a focus in behavioral advice serving individuals and families throughout the United States.
1Five Star Wealth Manager:
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,975 Washington D.C. area wealth managers were considered for the award; 100 (5 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
2Washington Business Journal 40 under 40:
The WBJ award recognized local business leaders in the Greater Washington Community for their business accomplishments, leadership, milestone, and community involvement. 450 local professionals were nominated and 40 were selected (9 %) to receive this recognition by a panel of judges who review the nominee forms. This award is not indicative of the advisor's future performance. Your experience may vary. Ranking published by WBJ base their nominations and selections on information prepared and/or submitted by the recognized business leaders or other nominees. The winners of the WBJ 40 under 40 are required to attend a paid award event.
32014 InvestmentNews: 40 under 40 List:
Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (passion, enthusiasm, and ideas). 1,200 advisors were considered. 4% of candidates were named to the list. Individuals were selected solely based on the subjective opinions of InvestmentNews' editors and are not indicative of the advisor's future performance. Your experience may vary. For more information, please visit www.investmentnews.com/section/40-under-40/2014/listing www.fivestarprofessional.com.