Michael Stephens Email & Phone Number

I am a wealth advisor at Parallel Advisors LLC. Parallel is an independent Registered Investment Advisor (RIA). We are financial fiduciaries. 415-728-9176What makes Parallel different is that we have the ability and flexibility to take deep dives on all of our client situations, build plans, build teams of professionals in and out of parallel and problem solve for our clients. We have helped clients buy and sell companies, we can educate our client's children on personal finance, we will find professionals to help sell classic cars, expensive art and the best fit architect for their home remodel. If it is part of their financial plan we want to be involved in the decision making process.Problems we are good at solving:- I have a lot of shares of my company's stock, I would like to sell to diversify but I don't want to pay all those taxes.-I got my first dream job with a big income and lots of stock options (RSUs, NQs, ISOs) but I don't have any savings yet. I still have student loans, I don't know if I want to buy a house, where do I start?-I am getting a divorce. My Ex- handled all the money and investments. Will the settlement be enough? Should I keep the house? Should I be looking for a job?-My parents left me rental properties. I shouldn't sell everything but I don't know how to run it and I don't know which to sell. Can I replace the rental income with something less complicated?- We both work too much to keep track of our finances. We are both doing well but we can't tell if we are on track to send our kids to college or retire.

Listed skills include Wealth Management, Investments, Asset Managment, Portfolio Management, and 14 others.

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  Wittenberg University

  Business Administration & Mandarin Chinese