Anne Atkinson
Wealth Advisor
San Francisco
Creative Listener. Disciplined Investor. Hockey Fan.
Experience
Wealth Manager (Mar 2021 - Present)
Parallel Advisors, LLC
San Francisco, CA
Partner (2017 - Mar 2021)
Sirius Wealth Management Strategies, LLC
San Francisco Bay Area
Education
Golden Gate University
Master of Business Administration (MBA), Finance & Investments
San Jose State University
Bachelor of Science (BS), Small Business Administration/Management
atkinson@paralleladvisors.com
