We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Christina Anzel, JD, LLM
Wealth Strategist
Stacey Blalock
Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Spencer Terris
Wealth Strategist
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Associate
Tito Conocido
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Chris Yaros
Associate

Melissa Cheong, FPQP™

Associate
What do you love to do outside of work?

I love spending time with my daughter, playing in a fantasy premier league with my family and watching K dramas.

Favorite travel experience?

Traveling around New Zealand and Australia in a camper van for a month with my parents and brother as a kid.

Favorite quote?

The more that you read, the more things you will know. The more that you learn, the more places you'll go. - Dr. Seuss

Favorite food?

My mom’s cooking.

Favorite sport to watch?

Soccer especially Manchester United!

About Melissa

  • Objective: Melissa's goal is to deliver exceptional client service to our clients.
  • Snapshot: Prior to joining Parallel Advisors, Melissa has 13 years of financial services experience at Schwab, Wetherby Asset Management, Mosaic Financial Partners and Private Ocean. Melissa is originally from Singapore, spent 4 years in the United Kingdom and but calls the Bay Area home now.

Experience

  • Client services manager at Mosaic Financial Parters
  • Operations associate at Wetherby Asset Management
  • Senior client service specialist at Private Ocean

Education

  • B.A (Hons) Economics and Law, University of Leicester
  • College for Financial Planning, Financial Paraplanner Qualified Professional,  FPQP™
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