Parallel Advisors, LLC

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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

Headquarters

San Francisco, US

Employees

51-200

Links

Org chart

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
Michael Aldrich
Chief Operating Officer
Ankit Kundaria
Senior Investment Operations Manager
Michael Murray
Head Of Firm Development
Jennifer Akers
Wealth Strategist
Marielle Woods Thompson
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Yifan Gong (He/Him/His)
Manager, Talent & Culture