Parker O’Sullivan

Vice President, Wealth Advisor
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Areas of Expertise

Asset Allocation
Retirement Planning
Tax Strategies
Equity Compensation
Estate Planning

Qualifications & Experience

  • 16+ Years of Wealth Management Experience
  • BA, UC Santa Barbara
  • Chartered Retirement Plans Specialist (CRPS®)
San Francisco, CA

Media

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Words to Live By

To improve is to change; to be perfect is to change often.
Winston Churchill

Client Experience Professionals

Team Members

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About

With almost two decades of industry experience, Parker is a seasoned, fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. Parker’s extensive experience allows him to provide objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals. 

As a member of the Accelerate team, Parker enjoys partnering with business owners to help them optimize their financial situation and corporate retirement plans, enhance their investments, and mitigate their overall tax liability. Parker combines extensive expertise in alternative investments with a passion for sourcing, educating, and allocating in this space to diversify and add value to his clients’ portfolios strategically.

Before joining Farther, Parker was a wealth advisor at independent RIAs. He began his career at Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker received his BA from the University of California Santa Barbara, holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning, and is pursuing his CFP® at UC Berkeley. A former ski instructor for Vail Resorts, Parker loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.