Yohanna Gorfu
Investment adviser representative at Concurrent Investment Advisors, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Concurrent Investment Advisors, LLCSep 2026 to now
- Spire Securities LLCNov 2007 to Sep 2026
- Spire Wealth Management LLCDec 2001 to Sep 2026
- Spire Investment PartnersMar 1999 to Sep 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (VA).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4148774
- Firm CRD
- 323135