CoverProfile

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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