Parkside Advisors is a fiduciary firm based in Berkeley, CA, offering fee-only financial planning and wealth management services to families and individuals in the San Francisco Bay Area. Specializing in retirement planning, tax strategies, and equity compensation planning, they also provide guidance on charitable giving and inheritance planning.
With offices in San Francisco and Berkeley, Parkside Advisors caters to clients seeking independent financial advice and socially-responsible investment options. Their expertise includes managing concentrated equity positions, ESG portfolios, and various stock options such as RSUs, ISOs, and NQs.
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