Evan Jones, CFA®, CFP®
Wealth Advisor
San Francisco
Innovative Planner. Lifelong Learner. Moonshiner.
Experience
Wealth Advisor (2021 - Present)
Parallel Advisors, LLC
San Francisco, CA
Financial Planner (2019 - 2021)
Scharf Investments, LLC
Los Gatos, CA
Education
California State University, Stanislaus
B.A., Economics, 2004 - 2007