Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
6yrs
Lance Pieper
Financial advisor at Concentrum Wealth Management
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office353 Piercy Rd., San Jose, CA 95138
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Concentrum Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowConcentrum Wealth ManagementCurrent firm
Questions to ask Lance
Tailored to Lance’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lance
How do I contact Lance?
Call Concentrum Wealth Management at 408-840-4030 and ask for Lance Pieper. Lance works from the San Jose, CA office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Lance hold?
No exams are listed on the official record.
Is Lance a fiduciary?
Lance is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Lance paid?
Concentrum Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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