Concurrent Advisor Ramin Abrams Succeeds With Millennials and Gen Z

At Concurrent, we’re proud to work alongside advisors like Ramin Abrams, who has carved out a unique niche in wealth management, focusing on high-earning millennials and Gen Z clients. With the rapid rise of young content creators, influencers, and entrepreneurs earning significant incomes—sometimes as much as $300,000 a month—Ramin recognized an opportunity to provide them with the financial guidance they desperately need. His holistic approach addresses the financial literacy gap many young earners face, as they often don’t know what to do with their wealth. By focusing on creating foundational accounts and encouraging family discussions on financial values, Ramin helps his clients build sustainable wealth management strategies.

Ramin’s youth and familiarity with the next generation make him an ideal advisor for this group. His experience, paired with his ability to connect with younger clients, allows him to bridge the gap between generations in financial planning. He emphasizes the importance of involving children in financial conversations early, even if they’re not yet managing portfolios, so they can leverage their relationships with experienced advisors. As part of the Concurrent network, Ramin’s approach reflects our commitment to empowering advisors to serve the evolving needs of their clients and ensure they have the resources to achieve their financial goals.

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