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Financial Advisor
California
Moraga
VETTED

Parker O'Sullivan

CRPS®
Farther Finance, LLC
Parker O'Sullivan
Tel: 310-697-6795 600 Moraga Rd Moraga, CA 94556
Grow Your Wealth for Generations to Come.
About Parker O'Sullivan
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 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.
About Farther Finance, LLC
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
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General Information
Firm Start Year:

2019

No. of Employees:

100-499 Employees

Name of Broker/Dealer:

Farther

Name of Custodial Firm:

Fidelity, Schwab, Pershing and Apex

States Licensed in:

CA

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses

Services
Investment Types:

Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Phone, Our Office, Video Conference, Email

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$500K+

Compensation Methods:

Flat Fee, Based on Assets

Firm Information
Assets Managed by Firm:

Over $4 billion

Education
Bachelor of Arts (B.A.):
University of California Santa Barbara
09/30/2005 - 03/31/2010
CRD# 5923601Firm CRD# 302050Series: 65, 63, 7
Compliance
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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