Robert Roesener
Wealth Advisor & Shareholder @Parallel Advisors, LLC
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WORK HISTORY
Wealth Advisor & Shareholder @Parallel Advisors, LLC
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
UCLA
Personal Financial Planning
Loyola Marymount University
Bachelor of Arts (BA), Economics
SKILLS
ABOUT ROBERT ROESENER
Wealth Advisor & Shareholder at Parallel Advisors, LLC
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