Publications

- March 2, 2015: Vol. 2, Number 3

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Simple Matters: Adviser Eric Flett leveraged an accounting career to serve high-net-worth clients through his Concentric Wealth Management.

by Ben Johnson

1 Growing up in the Bay Area east of San Francisco and Oakland, Eric Flett was introduced to the investment world by his grandparents. What started as a gift of stock in Del Monte and U.S. Steel became a life-long passion and, ultimately, the creation of Concentric Wealth Management. Flett started his career as a CPA, but after several years of monotonous work, he became bored and had an epiphany. “It turned out that one of the great lessons from my experience as a CPA is that I could look at companies and look at financial statements and determine whether they had a good business model and whether they would be profitable companies,” says Flett. “That has been invaluable in my career, and from that experience I have learned that some of the most profitable companies are the least glamorous and often most publicity-shy companies out there.” Flett recalls how accounting became a natural segue into investment advisory as a profession.

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