Eric Flett
Regional President, Senior Managing Director at Mai Capital Management
Based in Lafayette, United States
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Seniority
C-Team
Department
General Business & Management
Location
Lafayette
Industry
Financial Services
Company size
515
Contact information
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e•••••••@mai.capital
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Background
About Eric Flett
Eric has over 30 years’ experience working with business owners, executives, and professionals, developing financial plans and investment strategies. Before founding Concentric, Eric served for eight years as a lead advisor for a national wealth management firm, managing portfolios and developing sophisticated personal financial strategies for high-net-worth clients. A former CPA (inactive), Eric started his financial career in the accounting field. He is a graduate of the University of California at Berkeley and a life-long Cal Bears fan. Eric has been an active member of the financial-planning community and has served as president and board member of the Financial Planning Association of the East Bay. Eric and his family are long-time residents of Moraga. Eric is actively involved in community organizations and supports the athletic programs at Cal and Saint Mary’s College.
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