Parallel Advisors, LLC
C.J. Rendic has a diverse work experience spanning over several industries. C.J. began their career in 1992 as an Institutional Sales Representative at Hartfield, Titus and Donnelly, LLC, before moving on to become a Management Consultant at Accenture & Independent Projects in 1996. In 1999, they co-founded InteractiveMuni before transitioning to the role of Chief Financial Officer at Titan Advisors LLC in 2001. In 2003, they became a Financial Advisor at Northwestern Mutual Investment Services and then UBS in 2004. C.J. then founded Parallel Advisors LLC in 2006, where they currently serve as the Principal, Founder, and CEO.
C.J. Rendic pursued higher education, beginning in 1988 and graduating in 1992, at the University of California, Berkeley. There, they completed a Bachelor of Arts (B.A.) degree in Economics. Following this, between the years 1994 and 1996, C.J. Rendic enrolled in the London Business School, where they obtained a Master of Business Administration (MBA) degree. Unfortunately, information regarding their field of study during their MBA program is not available.
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