A Great Fit
After a handful of introductions and a lot of consideration, Doug narrowed his choice down to Parallel Advisors, an RIA based in San Francisco. Doug understood that his transition had to benefit both himself and his clients.
Parallel offers the team-oriented work environment Doug desired, providing him with colleagues for collaboration, mentorship, and valuable insights to enhance his practice. Not only that, but he can also offer his clients benefits like competitive pricing, better service, more investment opportunities, and cutting edge technology. “It checked the boxes on what I wanted, and checked the boxes on what my clients want,” he explains.
A few weeks into his transition, he has no “buyer’s remorse.” Being part of a team environment and engaging with intelligent colleagues on a daily basis has significantly enhanced his professional, emotional, and psychological well-being.
“It was the right move for me at the right time, for the right reasons. I have no regrets whatsoever,” Doug reflects.
“The opportunity that I'm starting with Parallel Advisors is a life-changing kind of thing for me, not only in terms of compensation and client relationships…just life-changing. And to be my last job—at a firm where everybody seems blessed that they're working at Parallel—you can't say that about a lot of places. I wouldn't have gotten here without Vantage Impact.”
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