Michael Millman Location
Reno, NV, US
Michael Millman Work
- 2023 - now Wealth Advisor | Shareholder @ Parallel Advisors, LLC
- 2012 - 2022 Senior Vice President - Sr. Private Wealth Advisor @ U.S. Bank
- 2003 - 2012 SVP and Senior Wealth Advisor @ Wells Fargo
- 2001 - 2003 VIce President Private Banker and Sr. Relationship Manager @ Bank of America
- 1998 - 2001 Senior Financial Advisor and Relationship Manager @ Fidelity Investments
- 1997 - 1998 Senior Investment Specialist and Financial Advisor @ Charles Schwab
- 1994 - 1997 Entrepreneur and Private Investor @ Grafika Ltd
Michael Millman Education
- The American College of Financial Services
Chartered Special Needs Consultant (ChSNC) Designation Program (Special Needs Trusts & Advanced Financial Planning for Individuals and Families with Disabilities)
2020 - 2022 - National Notary Association
Commissioned California Notary Public & Professional Loan Signing Agent (Notary Public Law and Administration)
1997 - 2020 - The American College of Financial Services
Retirement Income Certified Professional (RICP) Designation Program (Advanced Retirement Income Planning)
2013 - 2015
- The American College of Financial Services
Chartered Advisor for Senior Living (CASL) Designation Program (Retirement Coaching & Planning for Seniors)
2010 - 2013 - National Association of Estate Planners & Councils (NAEPC)
Accredited Estate Planner (Estate Planning)
2008 - 2010 - The American College of Financial Services
ChFC, CLU Designations (Comprehensive Financial Planning and Life Insurance)
2003 - 2008 - College for Financial Planning
Certified Financial Planner (CFP) Designation (CFP Professional Education Program Graduate)
1997 - 2000 - Golden Gate University
Bachelor of Science - BS (International Management)
1993 - 1994 - Golden Gate University
Associate of Arts - AA (Business Administration)
1993 - 1994 - College of Marin
Associate of Arts and Sciences - AAS (Liberal Arts and Sciences)
1992 - 1994
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Top Parallel Advisors, LLC Employees
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Michael Murray
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San Francisco, CA, US23 -
Stacey Blalock
Principal and Director of M and A Integration at Parallel Advisors, LLC
San Francisco, CA, US35 -
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Annie Boschetti
Principal and Head of People at Parallel Advisors, LLC
San Francisco, CA, US45+ -
Fred Molfino
Principal at Parallel Advisors, LLC
San Francisco, CA, US45 -
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San Francisco, CA, US25+ -
Matthew Kennedy
Principal at Parallel Advisors, LLC
San Francisco, CA, US32
