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

More profiles to browse

MC
Matt Clements
Principal
Profile Photo
Michael Stephens
Principal
RM
Reed Minuth
Principal
Profile Photo
Christopher Broderick
Research and Portfolio Strategy Director

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth