Robert Roesener, CFP®, APMA®
Wealth Advisor
San Francisco
Experience
Wealth Advisor & Shareholder (Apr 2022 to Present)
Parallel Advisors, LLC
San Francisco, CA
Associate Financial Advisor (Mar 2018 - Apr 2022)
Ameriprise Financial Services, LLC
San Francisco Bay Area
Education
Loyola Marymount University
Bachelor of Arts (BA), Economics
UCLA
Personal Financial Planning