We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Ray Polin, JD, AIF®
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 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.
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.
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.
“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
