Bruce Frankel, MBA, CFP
Wealth Advisor
San Francisco
Impact Maker. World Travel. Go Cubs.
Experience
Wealth Advisor (Apr 2024 - Present)
Parallel Advisors, LLC
San Francisco, CA
Partner MGO Private Wealth (Apr 2022 - Apr 2024)
MGO | Private Wealth
Northern California
Education
EDHEC Business School
MBA with Honors, International Business and Entrepreneurship
Golden Gate University
Graduate Certificate in Financial Planning, Comprehensive Financial Planning
bruce.frankel@paralleladvisors.com
