Jason Beccaris

Principal & Wealth Advisor @Parallel Advisors, LLC

San Francisco, CA, US

I\'m a partner in an independent wealth management firm focused on financial planning and tax efficient investment management for individuals, trusts and families.My partners and I began our careers as financial advisors at large firms with familiar names. We left because we imagined a better way to do business.We imagined a different role with our clients, as advocates rather than salespersons. We wanted the higher standard that goes with the Registered Investment Advisor name. We wanted the responsibility of true fiduciaries, acting in the best interests of our clients, not just legally, but morally and ethically, too.At Parallel, we offer services you would expect from a larger firm, with several significant advantages- The independence of an open architecture that allows us to serve our clients’ individual investment needs- Leveraging of industry-leading technology, which allows us to report a full financial picture, including assets held elsewhere- A fee structure that is simple and transparent, not fed by commissions and referral fees, but based instead on a flat fee, so our success depends on our clients’ success.

Temple University - James E. Beasley School of Law

LL.M, Estate Planning Certificate

University of Scranton

B.S., Finance

Penn State Dickinson Law

J.D.