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Title

SVP, Wealth Advisor

Parent company

Farther Finance

Specializations

Wealth Management
Ultra High Net-worth
Investment Planning & Management
Holistic Financial Planning
Equity Recipients

Parker O'Sullivan

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, tech professionals, business owners, doctors, and retirees. Parker's extensive experience enables him to provide objective, holistic, and comprehensive financial planning, investment, and retirement solutions that help his clients achieve their short- and long-term financial goals.

As a member of the Accelerate team, Parker enjoys partnering with tech professionals and business owners to help them optimize their financial situation and corporate retirement plans, enhance their investments, and mitigate overall tax liability. He combines extensive expertise in alternative investments with a passion for sourcing, educating, and allocating in this space—strategically diversifying and adding value to his clients' portfolios. Parker and his team are especially adept at guiding tech professionals through the complexities of equity compensation and fast-changing financial landscapes, ensuring their unique opportunities are maximized.

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.

Parker O'Sullivan

Certifications

CRPS®

Additional links