CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner, ChFC®, Chartered Financial Consultant, Master of Science in Financial Services. Series 66, Previously held FINRA Series 7 and CA Life Agent, Ins #0D47386
Michael Ma
Principal
Parallel Advisors
United States, California, San Francisco
About Me
Profile Information
Principal
Parallel Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Oct 10, 2024
Work Experience
Parallel Advisors
Principal, CFP® Nov 2012 - Present
Email: michael@paralleladvisors.com
More profiles to browse
Diane Gabianelli
Principal, Chief Financial Officer
LH
Lucas Hatch
Principal
BE
Bruce Edwards
Principal - Wealth Management
VL
Victor Liao
Principal & Wealth Manager
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation