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Robert Roesener, CFP®, APMA®

Wealth Advisor

San Francisco

robert.roesener@paralleladvisors.com LinkedIn

Experience

Wealth Advisor & Shareholder

Parallel Advisors, LLC

Apr 2022 to Present

San Francisco

Associate Financial Advisor

Ameriprise Financial Services, LLC

Mar 2018 - Apr 2022

San Francisco Bay Area

Education

Loyola Marymount University

Bachelor of Arts (BA), Economics

UCLA

Personal Financial Planning