Lia Whisler, CFP®, AIF®, has joined Parallel Advisors as a Wealth Advisor based out of its San Francisco office. Parallel Advisors is an independent Registered Investment Advisor (RIA) headquartered in San Francisco, California, with five offices across the U.S., and managing over $5 billion in client assets.
Parallel's founder and CEO CJ Rendic commented, "We couldn't be happier to have Lia join the team at Parallel. She embodies the character and integrity we pride ourselves in, and we know how delighted her clients will be with the service we will provide together."
Lia has more than 15 years of experience in the financial services industry serving individuals, families, and institutions. She uses her expertise to empower people to make educated financial decisions that support their various life goals. Lia graduated from Harvard University with a Bachelor of Arts degree in psychology and earned her MBA at the UC Berkeley Haas School of Business. She is a CFP® (Certified Financial Planner), holds the AIF® (Accredited Investment Fiduciary) designation, and has passed Level II of the CFA program.
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Original Source: Lia Whisler Joins Parallel Advisors
