Bruce Frankel
CERTIFIED FINANCIAL PLANNER professional
- Role
- Wealth Advisor at Parallel Advisors, LLC
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Bruce Frankel
Bruce specializes in working with successful entrepreneurs and real estate investors to…
Experience
Wealth Advisor
Apr 2024 — Present · San Francisco, NC
I am very excited to be joining Parallel Advisors. The firm is based in San Francisco with several offices throughout the nation. Now with a new office in the Raleigh-Durham Triangle area. With the full support of our amazing group of professionals and support team will enable me to provide even better service, investment solutions and advanced planning needs of our clients.
Education
EDHEC Business School
MBA with Honors
University of Nevada-Las Vegas
BS
Golden Gate University
Graduate Certificate in Financial Planning
Skills
- Small Business
- College Planning
- Retirement Counseling
- Investment Management
- Estate Transition
- Financial Planning
- Alternative Investments
- Investment Advisory
- Estate Law
- Tax Planning
- Wealth Management
- Consulting
- Wealth
- Portfolio Management
- Business Insurance Consulting
- Investments
- Retirement Planning
- Mutual Funds
- Risk Management
- Iras
- Charitable Giving
- Wealth Management Services
- Entrepreneurship
- 401k
- Educational Consulting
- High Net Worth Individuals
- Business Planning
- Retirement
- Strategic Financial Planning
- Financial Services
- Estate Planning
- Qualified Plan Design
- Financial Advisory
- Personal Insurance Consulting
- Financial Planners
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