Parallel Advisors, LLC
Dashiell Thompson, CPA, CGMA has extensive work experience in the finance and accounting field. Dashiell currently serves as the Tax Director at Parallel Advisors, LLC, where they specialize in portfolio construction, asset management, estate and wealth transfer, tax planning, and other financial planning services. Prior to this role, Dashiell held positions such as Director of Tax and Accounting at Bridgewater Certified Public Accountants, Inc., Director of Business Tax and Advisory at MGO (Macias Gini & O'Connell LLP), and Director of Business Tax & Advisory Services at Eckhoff and Company. Dashiell also served as the Chief Financial Officer at Feld Direct for over six years. Earlier in their career, Dashiell worked as the Director of Audit and Assurance at Eckhoff and Company (EAC) CPAs, where they managed financial statement audit, review, and compilation engagements, implemented new methodologies for audit engagements, and improved audit department realization. Dashiell started their career as a Cost Engineer at Goodfellow Bros., Inc. and later worked as a Licensed Financial Representative at Washington Mutual Bank, where they provided financial advice and services to clients. Dashiell has a strong track record of achieving sales goals, providing exceptional customer service, and improving efficiency in financial processes.
Dashiell Thompson, CPA, CGMA, completed their Bachelor's degree in Computer Science from the University of California, Santa Cruz, from 2000 to 2004. In addition, they obtained the Certified Public Accountant (CPA) certification in October 2009 from the California Board of Accountancy and the Chartered Global Management Accountant (CGMA) certification in January 2015 from the American Institute of Certified Public Accountants.
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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