Michael S. Millman
Lead Wealth Advisor Shareholder @Parallel Advisors, LLC
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WORK HISTORY
Lead Wealth Advisor Shareholder @Parallel Advisors, LLC
Parallel Advisors, LLC is an independent Barron’s Top 100 U.S. Registered Investment Advisory (RIA) firm. We are exclusively focused on serving as our client’s trusted Chief Fiduciary Officer and we practice an unwavering dedication to creating & delivering competitive, innovative full-balance sheet wealth management solutions to each valued client we serve.Our ‘Planning First’ approach helps us identify key components for each client’s primary financial planning objectives & develop optimal wealth planning + portfolio solutions. Working collaboratively with each client, our experienced advisory teams implement & consistently ‘fine-tune’ client portfolios over time with quarterly reporting via disciplined, fiduciary-level outcomes that generate capital growth and/or periodic income. We are pleased to offer our clients flexible Fiduciary advisory capabilities for those needing trust services (California only) along with tax advisory services & return preparation! Parallel Advisors’ talented teams of multi-disciplinary wealth management professionals develop solid & mindful portfolio construction strategies designed to meet each client’s uniquely specific financial goals for themselves, their families & communities. Our company offices are located across the U.S. & are uniquely equipped with cutting edge, cloud-based wealth technology tools & are locally-run. We also enjoy hosting a variety of periodic financial & economic market updates & community events across our entire national market footprint!On behalf of my Parallel Advisors colleagues, we welcome the opportunity to meet with you locally at your convenience to confidentially explore how our professional services can benefit your family, business or nonprofit organization. We are available to meet in person, by phone conference or virtually. Our business offices are currently located in San Francisco, Reno, Dallas, Denver, Dayton, Durango, Honolulu, Oklahoma City, Charlotte, & Scottsdale, AZ.
EDUCATION
The American College of Financial Services
ChFC, CLU Designations, Comprehensive Financial Planning and Life Insurance
College of Marin
Associate of Arts and Sciences - AAS, Liberal Arts and Sciences
The American College of Financial Services
Chartered Special Needs Consultant (ChSNC) Designation Program, Special Needs Trusts & Advanced Financial Planning for Individuals and Families with Disabilities
College for Financial Planning
Certified Financial Planner (CFP) Designation, CFP Professional Education Program Graduate
Golden Gate University
Bachelor of Science - BS, International Management
The American College of Financial Services
Retirement Income Certified Professional (RICP) Designation Program, Advanced Retirement Income Planning
The American College of Financial Services
Chartered Advisor for Senior Living (CASL) Designation Program, Retirement Coaching & Planning for Seniors
National Notary Association
Commissioned California Notary Public & Professional Loan Signing Agent, Notary Public Law and Administration
Golden Gate University
Associate of Arts - AA, Business Administration
National Association of Estate Planners & Councils (NAEPC)
Accredited Estate Planner, Estate Planning
ABOUT MICHAEL S. MILLMAN
Leading Wealth Management Industry CFP Professional & Senior Wealth Advisor Practitioner With 30+ Years of Full Balance Sheet Experience Advising Affluent/High Net Worth/UHNW Individuals, Families, Entrepreneurs, Private Foundations, and 501(c)3 Nonprofit Organizations on Structuring, Implementing & Managing Integrated, Advanced-Level Wealth Management & Financial Planning Solutions Specifically in the Private Banking, Investment Management, Trust & Estate Planning areas.Mr. Millman serves as Senior Wealth Advisor & Chief Fiduciary Officer for a Select Group of successful HNW/UHNW Private Clients, Business Owners, Private Foundations & Regional Nonprofit Organizations across California, Nevada, other U.S. & international regions. Michael’s responsibilities also include New Market Area Business Development & Relationship Management across this entire broad market footprint. Mr. Millman established Parallel Advisor’s first Nevada office in the heart of Reno’s fast-growing financial district in February 2024. In November 2025, Michael Co-Founded & launched DisruptedFoundations.com, a new global thought-leadership event series forum that brings together innovators, investors, creators, and change-makers to challenge how we think about success, wealth, risk and progress in a rapidly evolving world. Through bold conversations that bridge finance, technology, lifestyle, and human potential, Disrupted Foundations explores the shifting foundations of modern prosperity - and how various disruptive forces continue reshaping new opportunities for growth, legacy, and impact.Additionally, Michael Millman is also a proven Community Leader and a dedicated Financial Literacy Educator with 20+ years of Nonprofit Board Member Service, Executive & Committee Level Memberships & Other Community Volunteer Service Activities across Northern California & Northern Nevada including: San Francisco Estate Planning Council (SFEPC), Estate Planning Council of Northern Nevada (ECPNN), University of Nevada, Reno (UNR) Planned Giving Advisory Council (PGAC), Planned Giving Roundtable (PGRT) in Reno, NV, & Reno Sparks Chamber of Commerce.Lastly, Michael serves as an Advisory Board Member for the Dean of UNR’s highly-respected John Tulloch College of Business. Michael also proudly serves as a founding Renown Health Foundation Board Planned Giving Liaison throughout the State of Nevada.Disclosure: This is my personal LinkedIn profile. Thoughts and opinions expressed here do not represent my employer.
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