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Andrew Santos is a seasoned finance professional with extensive experience in client services and wealth management. Currently serving as a Client Services Associate at Parallel Advisors, LLC since May 2023, Andrew specializes in comprehensive financial planning for a diverse clientele, including individuals and families. Previous roles include Client Service Specialist at Private Ocean Wealth Management, Client Associate at Bailard, Inc., and Client Advisor Associate at Boston Private, among others. Andrew’s career began as a Registered Representative at Charles Schwab, complemented by experience in business analysis and financial advising. Andrew holds a Bachelor's degree in Business/Managerial Economics from the University of California, Davis, and an Associate's degree in Business Administration from the College of San Mateo.