Parker O'Sullivan


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 Berkley.
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.
2019
100-499 Employees
Farther
Fidelity, Schwab, Pershing and Apex
CA
Businesses, Individual Investors
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Businesses, Financial Planning for Individuals
Alternative Investments, Stocks, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Mutual Funds
Yes
Our Office, Email, Phone, Video Conference
Fee-Only
$500K+
Based on Assets, Flat Fee
Over $4 billion
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