We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Michael Stephens
Siddhartha by Herman Hesse
My mother. She raised four kids with love, style and tenacity while fighting Multiple Sclerosis.
I am a student of the stock market because it reflects a global view on our economy, our culture, styles and fads, emotions and political systems. The dynamic environment at Parallel is a microcosm of the market with constantly evolving conversations and debates on trends and events affecting the markets and our clients.
I love sailing on San Francisco Bay. One minute it can be absolutely beautiful and the next minute you are on your ear trying to wrestle control of the boat. I can’t get enough of it.
Dragging my dad’s old Jacobsen push lawn mower around the neighborhood with my buddy, Mike. Our greatest challenge was convincing the neighbors that two 12 year old boys were responsible enough to cut their grass.
About Michael
- Objective: Michael's goal is to be the “Trusted Advisor” that his clients turn to first to help with all their financial questions and issues.
- Snapshot: Michael has 19 years of experience providing personalized financial service and advice. He specializes in wealth management, comprehensive financial planning and investing in & managing real estate.
Experience
- Director & Chief Compliance Officer, Rosenblum Silverman Sutton Investment Counsel, San Francisco, CA
- Financial Consultant, Charles Schwab & Co, San Francisco and Redwood Shores, CA
- International Operations and Trading, Charles Schwab Asia Pacific Services, San Francisco, CA
Education
- Wittenberg University, BA, Business Administration
- National Taiwan University (Tai Da), Mandarin Chinese Certificate
Affiliations & Boards
- Coach, Southern Marin Lacrosse Club "Wolfpack"
- Member, San Francisco Apartment Association
- Member, Financial Planning Association
