Parker O’Sullivan

Senior Vice President, Wealth Advisor
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Parker O’Sullivan
Parker O’Sullivan
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
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areas of Expertise
Asset Allocation
Retirement Planning
Tax Strategies
Equity Compensation
Estate Planning
qualifications
Chartered Retirement Plans Specialist (CRPS®)
Locations served
San Francisco, CA
Parker O’Sullivan
team
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about
Parker O’Sullivan

With almost two decades of industry experience, Parker is a seasoned, fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. Parker’s extensive experience allows him to provide objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals. 

As a member of the Accelerate team, Parker enjoys partnering with business owners to help them optimize their financial situation and corporate retirement plans, enhance their investments, and mitigate their overall tax liability. Parker combines extensive expertise in alternative investments with a passion for sourcing, educating, and allocating in this space to diversify and add value to his clients’ portfolios strategically.

Before joining Farther, Parker was a wealth advisor at independent RIAs. He began his career at Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker received his BA from the University of California Santa Barbara, holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning, and is pursuing his CFP® at UC Berkeley. A former ski instructor for Vail Resorts, Parker loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
Jan 19, 2026