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This profile was last updated on 8/9/2017 and contains contributions from the  Zoominfo Community.

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Wrong Sandra Pierce?

Sandra K. Pierce

Principal

Parallel Advisors LLC

HQ Phone:  (415) 839-8439

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Parallel Advisors LLC

150 Spear Street Suite 950

San Francisco, California,94105

United States

Company Description

Parallel Advisors is a registered, independent wealth management firm....more

Background Information

Employment History

Vice President - Wealth Management

Parker Carlson & Johnson Inc


Web References(2 Total References)


Team | Parallel Advisors LLC

paralleladvisors.com [cached]

Sandra Pierce, CPA, CFP®
Sandra Pierce, CPA, CFP® Principal


Team | Parallel Advisors LLC

paralleladvisors.com [cached]

Sandra Pierce, CPA, CFP®
Sandra Pierce, CPA, CFP® Principal Sandra Pierce, CPA, CFP® Principal Snapshot: After honing her financial skills in public accounting and commercial banking, Sandy has used the past 21 years to assist individuals, families, charities and foundations in investment management, tax planning, charitable & family gifting, and estate planning. Her clients are like family, and their happiness and welfare are what led her to this work and to joining Parallel Advisors, where clients come first. Using her talents to give back to her community, especially to teach financial skills to women, adds further meaning to her life.


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