Sandra Pierce

Principal at Parallel Advisors - San Francisco, CA, US

Sandra Pierce's Contact Details
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415-975-4405
Location
Company
Parallel Advisors
Sandra Pierce's Company Details
Parallel Advisors logo, Parallel Advisors contact details

Parallel Advisors

San Francisco, CA, US • 100 - 249 Employees
Financial Services

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, Dayton, Dallas, Denver, Honolulu, and Oklahoma City, 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

Wealth Management Financial Planning Investing Investment Management Independent Registered Investment Advisor Fiduciary Financial Advisor Governance Financial Services Financial Advisory Services
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Frequently Asked Questions about Sandra Pierce
Sandra Pierce currently works for Parallel Advisors, LLC.
Sandra Pierce's role at Parallel Advisors, LLC is Principal.
Sandra Pierce's email address is ***@paralleladvisors.com. To view Sandra Pierce's full email address, please signup to ConnectPlex.
Sandra Pierce works in the Financial Services industry.
Sandra Pierce's colleagues at Parallel Advisors are Olivia Phillips, Mary Meyer, Steve Kuriyama, Rob Henrich, Matt McGuire, Nicholas Jocson, Savanna Schneider and others.
Sandra Pierce's phone number is 415-975-4405
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