Laurus Financial Group LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Together, Laurus advisors draw from a collective 67 years of experience managing assets. Our advisors range from Millennial to Boomer giving us a depth and breadth of perspectives to best assist you at any stage of life. Our approach emphasizes innovation and A-level service. Laurus Financial Group was founded by R. Hays Englehart in 2002 and welcomed Craig Weinstein in 2012. In 2017, Laurus merged with ICS Wealth Management, founded by Amir Barar, in a partnership bringing more resources to our clients.
At Laurus Financial Group LLC, we are doing what we love. Watching families reach their goals thanks to our hard work and dedication is a powerful and enjoyable experience for both us and our clients. Our passion shines; our empathy is clear; and it makes us as unique as each one of our clients. We do it because it’s in our DNA, and we want to pay it forward to other families and businesses in need of our services. Laurus Financial Group LLC strives to educate and guide our clients toward financial independence with time-tested judgement and integrity. 

Laurus Financial Group provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Please visit our website https:www.lfgadvisors.org for important disclosures.

Find Laurus Financial Group LLC employees' phone numbers or email addresses

Laurus Financial Group LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Laurus Financial Group LLC's Leadership

  • Stylized image of a person
    M. B.
    Owner
    Phone icon

Contact profiles from Laurus Financial Group LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Owner
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Laurus Financial Group LLC known for?

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Laurus Financial Group LLC was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 1501 N Broadway, Suite 230 Walnut Creek, California 94596, US; you can contact the main corporate office by phone at . Explore Laurus Financial Group LLC's company overview page for more information.

What is Laurus Financial Group LLC's most common email format?

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Laurus Financial Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Laurus Financial Group LLC email formats with LeadIQ.

How many employees does Laurus Financial Group LLC have currently?

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Laurus Financial Group LLC has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Laurus Financial Group LLC's key employees and leadership?

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As of December 2025, Laurus Financial Group LLC's key employees include:

  • Owner: M. B.

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