CoverProfile

William Clements

Principal

Parallel Advisors

United States, California, San Francisco

About Me

Our aim is to provide clear, understandable solutions for long-term financial prosperity. We bring a unique approach that focuses on tax-efficiency, lower risk, and alignment of interests. Part of our service offering is regular communication with transparent and objective quarterly reports that compare our performance against relevant indices and/or other managers.

Profile Information

Principal

Parallel Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 15, 2024

More profiles to browse

LH
Lucas Hatch
Principal
Profile Photo
C.J. Rendic
Principal, Founder, & Chief Executive Officer
JS
Joan Schriger
Firm Development Director
BE
Bruce Edwards
Principal - Wealth Management

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth