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866.627.6984 info@paralleladvisors.com

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James “Jimmy” Yao

Wealth Strategist

San Francisco

james.yao@paralleladvisors.com

Professional Experience

Wealth Strategist

Parallel Advisors, LLC

2026 - Present

San Francisco

Expertise

Asset Management
Financial Planning
Retirement Plan Services
Family Office Services
Trust Services

Estate & Wealth Transfer
Endowment, Foundation & Tax-Exempt
Organizations
Tax Planning & Optimization
Divorce Financial Services

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Parallel Advisors is an SEC registered, independent wealth management firm.