Lia Whisler Seara
Wealth Advisor at Parallel Advisors
- Role
- Wealth Advisor at Parallel Advisors, LLC
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
Apr 2022 — Present · San Francisco, CA, US
Parallel Advisors is a registered, independent wealth management firm serving individuals, families, retirement plans, family offices, and foundations. We specialize in comprehensive financial planning designed to help our clients accomplish their financial goals. Our expertise includes portfolio construction, asset management, estate and wealth transfer, tax planning and preparation, risk management, and other specialized services. Our offices are located in San Francisco, Dallas, Denver, Dayton, Oklahoma City and Honolulu.
Education
Harvard University
Bachelor's Degree
2006 — 2010
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA)
2017 — 2019
Skills
- Comprehensive Financial Planning
- Investment Management
- Retirement and Education Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.