Lia W. Seara, MBA®, CFP®, CDFA®, AIF®


Wealth Advisor
San Francisco

World Traveler. Voracious Reader. Financial Coach.

Experience

Wealth Advisor (Apr 2022 to Present)
Parallel Advisors, LLC
San Francisco, CA

Portfolio Counselor (Feb 2018 to Apr 2022)
Osborne Partners Capital Management, LLC
San Francisco Bay Area


Education

University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA)
2017 - 2019

Harvard University
Bachelor's Degree, Psychology
2006 - 2010

lia.seara@paralleladvisors.com

LinkedIn

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Elaina Serotte, CFP®, CDFA®