December 9, 2025
Life transitions can push people into uncharted territory.
Whether it’s a career change, moving to a new home, marriage, or retirement, major pivots can make managing finances feel overwhelming.
Ramin Abrams, Private Wealth Advisor at Concurrent Advisors, knows this firsthand. A music prodigy who spent decades mastering his craft, Ramin eventually felt pulled toward a new path that led him into wealth management. Now as an advisor, Ramin is helping clients navigate their own life pivots.
On this episode of the Synergize podcast, Ramin shares his story and emphasizes that while change is inevitable, a financial advisor can help make every pivot feel like progress towards your financial goals.
Episode Timestamps
Podcast Introduction
Host Introductions and Personal Interests
Guest Introduction: Ramin Abrams
Ramin’s Background and Ironman Experience
Career Transition from Music to Finance
Skills Transfer: Music to Financial Advisory
Have you found that in your own practice, have you brought in clients that maybe have done well investing on their own and are just looking for something different? And how have you sort of navigated their own pivots in life?
Influence of Music Teachers on Life Transitions
Life Progress and Resilience Through Music
Conclusion and Listener Engagement
