Parallel Advisors, LLC
Sonny Alberto has extensive experience in client services and operational support within the financial sector. Currently serving as an Associate at Parallel Advisors, LLC since April 2016, Sonny previously worked as a Grants Specialist with Schwab Charitable through Randstad Professional Services from March 2014 to March 2016, where articulate communication and effective problem-solving were key responsibilities. Earlier roles include conducting tax status reviews for international clients at Charles Schwab & Co., Inc. from November 2012 to August 2013, and a variety of operational roles at Charles Schwab from May 1999 to June 2011, including Senior Operations Specialist in Client Reporting Services and various specialist positions focused on client communication and financial transactions. Sonny Alberto's education includes studies at Skyline College.
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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