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

LinkedIn

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