Parallel Advisors, LLC
Fred Molfino is a seasoned financial professional with extensive experience in wealth management and investment advisory services. As Principal at Parallel Advisors, LLC since August 2020, Fred applies a wealth of knowledge gained from founding and serving as Managing Director at Three Bridge Wealth Advisors, an independent SEC-registered RIA that specializes in comprehensive wealth management for entrepreneurs and venture capitalists in Silicon Valley. Prior work experience includes serving as Senior Vice President at Morgan Stanley Smith Barney, where Fred managed the Venture Services Group, and as Principal at Robertson Stephens, focusing on capital markets for Venture Capital and Private Equity clients. Fred's early career included roles at Hambrecht & Quist and Montgomery Securities, where valuable skills in managing capital market services were developed. Fred holds a degree in Economics and Philosophy from Boston College and a Certified Private Wealth Advisor designation from The University of Chicago Booth School of Business.
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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