Daniel D'Orazio
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Daniel D'Orazio Email & Phone Number

I provide tax-efficient strategies and creative portfolio solutions for families and business owners at Parallel Advisors, LLC
Location: San Francisco Bay Area, United States 8 work roles 1 school
1 work email found @paralleladvisors.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@paralleladvisors.com
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Current company
Parallel Advisors, LLC
Role
I provide tax-efficient strategies and creative portfolio solutions for families and business owners
Location
San Francisco Bay Area, United States
Company size
65 employees

Who is Daniel D'Orazio? Overview

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Quick answer

Daniel D'Orazio is listed as I provide tax-efficient strategies and creative portfolio solutions for families and business owners at Parallel Advisors, LLC, a with 65 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at paralleladvisors.com and a matched LinkedIn profile for Daniel D'Orazio.

Daniel D'Orazio previously worked as Wealth Advisor at Parallel Advisors, Llc and Fixed Income & Client Portfolio Manager at Scharf Investments, Llc. Daniel D'Orazio holds Bachelor Of Science, Finance/Economics from St. Mary'S College Of California.

Company email context

Email format at Parallel Advisors, LLC

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*@paralleladvisors.com
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AeroLeads found 1 current-domain work email signal for Daniel D'Orazio. Compare company email patterns before reaching out.

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Profile bio

About Daniel D'Orazio

Dan D'Orazio is a Wealth Advisor and equity Partner with Parallel Advisors. Dan began his career in the Fixed Income markets where he led a strategy with over $500mm in client assets. In his current role, Mr. D'Orazio’s practice consists of assisting business owners, wealthy individuals and their families with managing their investments in the context of estate planning, tax strategies, generational wealth transitions and portfolio construction.

Listed skills include Fx, Corporates, Bonds, Fixed Income, and 13 others.

Current workplace

Daniel D'Orazio's current company

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Parallel Advisors, LLC
Parallel Advisors, Llc
I provide tax-efficient strategies and creative portfolio solutions for families and business owners
san francisco, california, united states
Website
paralleladvisors.com
Employees
65
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8 roles

Daniel D'Orazio work experience

A career timeline built from the work history available for this profile.

Fixed Income & Client Portfolio Manager

Scharf Investments, Llc

Los Gatos, California, United States

Sep 2019 - Sep 2021

Director Of Fixed Income Trading/Assistant Portfolio Manager

Kcm Investment Advisors

San Rafael, Ca

Sep 2015 - Sep 2019

Research Analyst

Kcm Investment Advisors

San Rafael, Ca

Sep 2007 - Sep 2008

Manager Of Trade Settlements

Kcm Investment Advisors

San Rafael, Ca

Sep 2006 - Sep 2007
Team & coworkers

Colleagues at Parallel Advisors, LLC

Other employees you can reach at paralleladvisors.com. View company contacts for 65 employees →

SC Stephanie Cooper, Cfp® Stephanie Cooper, Cfp® Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → JB Jake Blohm Jake Blohm Colleague at Parallel Advisors, LlcPortola Valley, California, United States View → MC Mollie Courtney Mollie Courtney Colleague at Parallel Advisors, LlcMiamisburg, Ohio, United States View → BH Bob Higgins Bob Higgins Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → OB Owen Burns Owen Burns Colleague at Parallel Advisors, LlcMill Valley, California, United States View → JS John Stull John Stull Colleague at Parallel Advisors, LlcPhoenix, Arizona, United States View → RH Rob Henrich, Cfa, Cfp Rob Henrich, Cfa, Cfp Colleague at Parallel Advisors, LlcDayton, Ohio, United States View → TW Tanner Wraa Tanner Wraa Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → MM Mary Meyer Mary Meyer Colleague at Parallel Advisors, LlcHonolulu County, Hawaii, United States View → SS Shannon Stone, Cfp®, Ricp®, Cdfa® Shannon Stone, Cfp®, Ricp®, Cdfa® Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States View →
1 education record

Daniel D'Orazio education

FAQ

Frequently asked questions about Daniel D'Orazio

Quick answers generated from the profile data available on this page.

What company does Daniel D'Orazio work for?

Daniel D'Orazio works for Parallel Advisors, LLC.

What is Daniel D'Orazio's role at Parallel Advisors, LLC?

Daniel D'Orazio is listed as I provide tax-efficient strategies and creative portfolio solutions for families and business owners at Parallel Advisors, LLC.

What is Daniel D'Orazio's email address?

AeroLeads has found 1 work email signal at @paralleladvisors.com for Daniel D'Orazio at Parallel Advisors, LLC.

Where is Daniel D'Orazio based?

Daniel D'Orazio is based in San Francisco Bay Area, United States while working with Parallel Advisors, LLC.

What companies has Daniel D'Orazio worked for?

Daniel D'Orazio has worked for Parallel Advisors, Llc, Scharf Investments, Llc, Kcm Investment Advisors, Lincoln Financial Advisors, and Northwestern Mutual.

Who are Daniel D'Orazio's colleagues at Parallel Advisors, LLC?

Daniel D'Orazio's colleagues at Parallel Advisors, LLC include Stephanie Cooper, Cfp®, Jake Blohm, Mollie Courtney, Bob Higgins, and Owen Burns.

How can I contact Daniel D'Orazio?

You can use AeroLeads to view verified contact signals for Daniel D'Orazio at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Daniel D'Orazio attend?

Daniel D'Orazio holds Bachelor Of Science, Finance/Economics from St. Mary'S College Of California.

What skills is Daniel D'Orazio known for?

Daniel D'Orazio is listed with skills including Fx, Corporates, Bonds, Fixed Income, Trading, Investment Advisory, Municipal, and Bloomberg.

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