We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

Ray Polin, JD, AIF®

Wealth Advisor
What has been my most majestic sight?

Standing beneath a sign on the Great Wall of China that declared, in English, “You’re not a great man, until you’ve walked the Great Wall!” Meanwhile, the Wall majestically disappears into the horizon in both directions. Spectacular!

My hero?

My father, Ray Polin, Sr. He accelerated his high school graduation, which enabled him to enlist into the United States Navy in 1944, whereupon he served his country in the South Pacific in World War II. The consummate family man, in 2006 his family awarded him his own PhD. degree, i.e. Perfect Husband and Dad. Now in his 90's, he continues to lead an exemplary life to this day. 

First job?

At 16, I was hired as a supermarket box boy for $1.65 per hour. But, I could fill the tank of my VW Bug for $2.00 because gas was 29.9₵ per gallon. 

Favorite part of our work?

My co-workers, who are the most generous, welcoming and enthusiastic team imaginable. The collaborative environment they foster makes it a pleasure to arrive in the office each day. 

Favorite Quote?

“You can never do your best, if you know ahead of time what that is”. George Allen, NFL Coach. 

About Ray

  • Objective: Ray's goal is to guide clients towards intelligent financial and life decisions. That is accomplished by combining a deep discovery process intended to identify issues important to each client, with the conflict-free resources available at Parallel.
  • Snapshot: I seek to be the trusted gatekeeper for clients. While still a newlywed, I turned to investment advisory after we “invested” my wife’s inheritance into a commission-rich, leveraged commodity scheme recommended by a broker. It was described as a basic, foundational investment. In the October 1987 market crash, not only did we lose every cent of the inheritance, but we had to fund a margin call. Altogether, we lost approximately 120% of our original “investment.”

Education

  • UCLA School of Law, Juris Doctorate
  • University of Southern California, Bachelor of Arts 

Experience

  • Managing Director, Sensiba San Filippo Financial Advisers LLC, San Mateo, CA
  • Director, KPMG Investment Advisors, San Francisco, CA
  • Principal, Halbert Hargrove Advisors, Long Beach, CA
  • Principal, Concerto Capital Management, Long Beach, CA
  • Portfolio Manager, Wells Fargo Trust, Los Angeles, CA
  • Financial Advisor, Merrill Lynch, Los Angeles, CA
     
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