I am a wealth advisor at Parallel Advisors LLC. Parallel is an independent Registered Investment Advisor (RIA). We are financial fiduciaries. 415-728-9176. What makes Parallel different is that we have the ability and flexibility to take deep dives on all of our client situations, build plans, build teams of professionals in and out of parallel and problem solve for our clients. We have helped clients buy and sell companies, we can educate our client's children on personal finance, we will find professionals to help sell classic cars, expensive art and the best fit architect for their home remodel. If it is part of their financial plan we want to be involved in the decision making process
Michael Stephens
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 26, 2024
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