Parker O’Sullivan

Vice President, Wealth Advisor

Areas of Expertise

Asset Allocation

Retirement Planning

Tax Strategies

Equity Compensation

Estate Planning

Qualifications & Experience

BA, University of California, Santa Barbara
Chartered Retirement Plans Specialist (CRPS®)
Working toward CFP® at University of California, Berkeley

Schedule AN APPOINTMENT Your Wealth Portal

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

Soliel Geronimo

Team Members

See Team Page

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About

With over 15 years of industry experience, Parker is a 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. He provides objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals.

Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning. He is currently working on his CFP® coursework at UC Berkeley.

Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.