Karen Mcmillan, Cfp®
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Karen Mcmillan, Cfp® Email & Phone Number

Wealth Advisor at Parallel Advisors, LLC
Location: San Francisco, California, United States 7 work roles
3 work emails found @osbornepartners.com LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals · 3 work emails

Work email k****@osbornepartners.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Parallel Advisors, LLC
Role
Wealth Advisor
Location
San Francisco, California, United States
Company size
130 employees

Who is Karen Mcmillan, Cfp®? Overview

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Quick answer

Karen Mcmillan, Cfp® is listed as Wealth Advisor at Parallel Advisors, LLC, a with 130 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at osbornepartners.com and a matched LinkedIn profile for Karen Mcmillan, Cfp®.

Karen Mcmillan, Cfp® previously worked as Portfolio Counselor - Osborne Partners Capital Management at Osborne Partners Capital Management, Llc and Financial Advisor at Merrill Lynch.

Company email context

Email format at Parallel Advisors, LLC

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{first}@osbornepartners.com
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AeroLeads found 3 current-domain work email signals for Karen Mcmillan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Karen Mcmillan, Cfp®

Certified Financial Planner® with 20+ years comprehensive financial planning and investment experience working with clients to provide the analysis and recommendations conducive to making smart financial decisions.

Listed skills include Equities, Small Business, Portfolio Management, Financial Advisory, and 11 others.

Current workplace

Karen Mcmillan, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Parallel Advisors, LLC
Parallel Advisors, Llc
Wealth Advisor
San Francisco, CA, US
Website
paralleladvisors.com
Employees
130
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Company profile
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7 roles

Karen Mcmillan, Cfp® work experience

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

Portfolio Counselor - Osborne Partners Capital Management

Osborne Partners Capital Management, Llc

Collaborate with clients and portfolio management team to determine appropriate investment portfolio(s) as determined during thorough discussion of financial objectives, risks, opportunities and complications, and quantified by careful financial planning analysis, including cash-flow projections, sustainable retirement income planning, estate/legacy planning, insurance review, stock-option strategies, and business succession services. Provide ongoing communication with regular updates on market conditions, investment strategy, and progress toward goals.

Financial Advisor

Ubs
Feb 2006 - Sep 2009

Investment Advisor

Nbf Canada

Provided investment and comprehensive financial planning advice. Moved from Canada to the United States in 2001.

Aug 1999 - Jun 2001
Team & coworkers

Colleagues at Parallel Advisors, LLC

Other employees you can reach at paralleladvisors.com. View company contacts for 130 employees →

DF Debbie Falzone Debbie Falzone Colleague at Parallel Advisors, LlcAlameda, California, United States View → FL Fritz Linkner, Cfa Fritz Linkner, Cfa 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 → SK Steve Kuriyama, Msfs, Cfp®, Chfc, Clu, Casl Steve Kuriyama, Msfs, Cfp®, Chfc, Clu, Casl Colleague at Parallel Advisors, LlcHonolulu County, Hawaii, United States View → KW Kevin Williamson Kevin Williamson Colleague at Parallel Advisors, LlcScottsdale, Arizona, United States View → KG Knud Gotterup, Aams®, Aif® Knud Gotterup, Aams®, Aif® 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 → SC Stephanie Cooper, Cfp® Stephanie Cooper, Cfp® Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → KC Kenny Cheek Kenny Cheek Colleague at Parallel Advisors, LlcSan Diego, California, United States View → BH Bob Higgins Bob Higgins Colleague at Parallel Advisors, LlcSan Francisco, California, United States View →
FAQ

Frequently asked questions about Karen Mcmillan, Cfp®

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

What company does Karen Mcmillan, Cfp® work for?

Karen Mcmillan, Cfp® works for Parallel Advisors, LLC.

What is Karen Mcmillan, Cfp®'s role at Parallel Advisors, LLC?

Karen Mcmillan, Cfp® is listed as Wealth Advisor at Parallel Advisors, LLC.

What is Karen Mcmillan, Cfp®'s email address?

AeroLeads has found 3 work email signals at @osbornepartners.com for Karen Mcmillan, Cfp® at Parallel Advisors, LLC.

Where is Karen Mcmillan, Cfp® based?

Karen Mcmillan, Cfp® is based in San Francisco, California, United States while working with Parallel Advisors, LLC.

What companies has Karen Mcmillan, Cfp® worked for?

Karen Mcmillan, Cfp® has worked for Parallel Advisors, Llc, Osborne Partners Capital Management, Llc, Merrill Lynch, Ubs, and Mcdonald Investments.

Who are Karen Mcmillan, Cfp®'s colleagues at Parallel Advisors, LLC?

Karen Mcmillan, Cfp®'s colleagues at Parallel Advisors, LLC include Debbie Falzone, Fritz Linkner, Cfa, Mary Meyer, Steve Kuriyama, Msfs, Cfp®, Chfc, Clu, Casl, and Kevin Williamson.

How can I contact Karen Mcmillan, Cfp®?

You can use AeroLeads to view verified contact signals for Karen Mcmillan, Cfp® at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.

What skills is Karen Mcmillan, Cfp® known for?

Karen Mcmillan, Cfp® is listed with skills including Equities, Small Business, Portfolio Management, Financial Advisory, High Net Worth Individuals, Investment Strategies, Investments, and Finance.

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