
Amy Barker
Principal & Wealth Advisor
Parallel Advisors
United States, California, San Francisco
About Me
As a Chartered Financial Analyst, Certified Financial Planner™ practitioner (CFP®), and Certified Divorce Financial Analyst, I have more than 25 years of experience advising individuals, families, businesses and charities on their financial needs. My focus is on educating clients, and providing customized solutions for financial planning and wealth management.
Profile Information
Principal & Wealth Advisor
Parallel Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
May 15, 2024
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