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