Parallel Advisors, LLC
Tanner Wraa is a Wealth Strategist Associate at Parallel Advisors, LLC, where responsibilities include creating financial plans for multiple new clients monthly and managing client onboarding and data requests for over 700 clients. Previous experience includes serving as a Teaching Assistant at The University of Alabama, where Tanner supported Dr. Sherwood Clements by grading academic essays and assisting in exam preparation, as well as conducting regression analysis on economic variables. Tanner also operated an online fitness business, managing clients and driving revenue through social media marketing, and worked as a Brand Ambassador for Inno Supps, promoting dietary supplements. Additionally, Tanner held a leasing position at Campus Life & Style while excelling as a college athlete at the University of California, Davis, earning First Team All Conference honors in rugby. Tanner holds a Master of Arts in Economics from The University of Alabama and a Bachelor's degree in Business/Managerial Economics from the University of California, Davis.
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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