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Michael Stephens

Principal

Parallel Advisors

United States, California, San Francisco

About Me

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

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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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