Parallel Advisors, LLC
0 followers
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, Day... Read more
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CJ Rendic
Founder & CEO
CJ Rendic
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Stacey Blalock
Principal And Director Of M&a Integration
Sangeetha Srinivasan Mba
Chief Compliance Officer
Dashiell Thompson Cpa, Cgma
Head Of Tax
Michael Aldrich
Chief Operating Officer
Ankit Kundaria
Senior Investment Operations Manager
Kevin Williamson
Trading Manager
Michael Murray
Head Of Firm Development
Jennifer Akers
Wealth Strategist
Austin Witherill
Wealth Planning Associate
Bridget McGuire
Wealth Advisor
Kyte Crigger
Wealth Strategy Associate
Marielle Woods Thompson
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Cfp® Michael Ma, Msfs, Chfc
Principal, Cfp®
Tanner Wraa
Wealth Strategist Associate
Yifan Gong (He/Him/His)
Manager, Talent & Culture
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