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

C.J. Rendic, MBA
I am really proud of my family, my wife Lisa and our kids, Anton and Bella. We love to play sports and take fun adventures together!
I love golf, mountain biking, skiing, and fishing. I’m also into CrossFit, as my wife is a world class competitor and owns a personal training gym.
Attitude and effort. These are the only two things we can control.
I have two, my father and grandfather. They were both entrepreneurs. My grandfather pioneered the fishing industry in Chile and my dad the international ink business.
Not sure it’s a quote but ‘The True Gentleman,’ written by John Walter Wayland in 1899.
About C.J.
- Objective: C.J.'s goal is to create a world-class independent wealth management firm with an extraordinary culture.
- Specialized Responsibilities: Founder & Chief Executive Officer
- Snapshot: C.J. started his financial services career in 1992 and founded Parallel Advisors in 2006 with the vision of creating a collaborative and innovative private wealth management firm that provides superior investment and financial planning services to individuals, families, and institutions.
- Motivation to Found Parallel: “From my different perspectives as an institutional broker, management consultant, and registered representative, I saw the need and became passionate about creating a firm that provides investment solutions that don’t contain conflicts of interest, are supported by financial planning and optimal asset allocation strategies, and utilize the best groups and technology in the industry.”
Experience
- Financial Advisor, UBS Financial Services Inc., San Francisco, CA
- Registered Representative, Northwestern Mutual Investment Services, San Francisco, CA
- Analyst, Accenture, Los Angeles, CA
- Institutional Municipal Bond Broker, Hartfield, Titus & Donnelly, San Francisco, CA
Education
- London Business School, MBA
- U.C. Berkeley, BA, Economics
Affiliations & Boards
- YPO Northern California Chapter (Chapter Chair 2019-2020, Education Chair 2018-2019, Vice Education Chair 2017-2018, Membership Chair 2016-2017)
- Former Member of the Board of Directors for Marin Advocates for Children, a non-profit organization whose mission is to prevent abuse and advocate for the best interests of children
