Parallel Advisors, LLC
Andrew Santos is a seasoned finance professional with extensive experience in client services and wealth management. Currently serving as a Client Services Associate at Parallel Advisors, LLC since May 2023, Andrew specializes in comprehensive financial planning for a diverse clientele, including individuals and families. Previous roles include Client Service Specialist at Private Ocean Wealth Management, Client Associate at Bailard, Inc., and Client Advisor Associate at Boston Private, among others. Andrew’s career began as a Registered Representative at Charles Schwab, complemented by experience in business analysis and financial advising. Andrew holds a Bachelor's degree in Business/Managerial Economics from the University of California, Davis, and an Associate's degree in Business Administration from the College of San Mateo.
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Parallel Advisors, LLC
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies