Karen Mcmillan, Cfp®
AeroLeads people directory · profile

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 Jun 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

A concise factual answer block for searchers comparing this professional profile.

Quick answer

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

This section adds company-level context without repeating Karen Mcmillan, Cfp®'s masked contact details.

{first}@osbornepartners.com
92% confidence

AeroLeads found 3 current-domain work email signals for Karen Mcmillan, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
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
AeroLeads page
Company profile
View company profile Email format
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.

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 →

SC Stephanie Cooper, Cfp® Stephanie Cooper, Cfp® Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States View → AM Alex Morrow Alex Morrow Colleague at Parallel Advisors, LlcFort Collins, Colorado, United States, United States View → RH Rob Henrich, Cfa, Cfp Rob Henrich, Cfa, Cfp Colleague at Parallel Advisors, LlcDayton, Ohio, United States, United States View → HK Heather Katzenstein Heather Katzenstein Colleague at Parallel Advisors, LlcLos Angeles, California, United States, United States View → RK Roy Kissin Roy Kissin Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States View → BF Bruce Frankel, Mba, Cfp® Bruce Frankel, Mba, Cfp® Colleague at Parallel Advisors, LlcDurham, North Carolina, United States, United States View → JS John Stull John Stull Colleague at Parallel Advisors, LlcPhoenix, Arizona, United States, United States View → JR Jason Richards, Cfa Jason Richards, Cfa Colleague at Parallel Advisors, LlcScottsdale, Arizona, United States, United States View → MS Michael Stephens Michael Stephens Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States View → AO Aduor O. Aduor O. Colleague at Parallel Advisors, LlcGarland, Texas, United States, 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 Stephanie Cooper, Cfp®, Alex Morrow, Rob Henrich, Cfa, Cfp, Heather Katzenstein, and Roy Kissin.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.