CoverProfile

Michael Ma

Principal

Parallel Advisors

United States, California, San Francisco

About Me

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

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

Profile Photo
Diane Gabianelli
Principal, Chief Financial Officer
LH
Lucas Hatch
Principal
BE
Bruce Edwards
Principal - Wealth Management
FM
Fred Molfino
Principal

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Profile Photo
Tim Lynch
Managing Member
Stonepine Capital Management (Private)