Name Anthony Lugo, CFP®,CEPA® (contact affiliate)
CompanyParallel Advisors
Primary Address
150 Spear St, San Francisco, CA 94118
(415) 231-2123
Service Area by County Alameda County, Alpine County, Amador County, Butte County, Calaveras County, Colusa County, Contra Costa County, Del Norte County, El Dorado County, Fresno County, Glenn County, Humboldt County, Imperial County, Inyo County, Kern County, Kings County, Lake County, Lassen County, Los Angeles County, Madera County, Marin County, Mariposa County, Mendocino County, Merced County, Modoc County, Mono County, Monterey County, Napa County, Nevada County, Orange County, Placer County, Plumas County, Riverside County, Sacramento County, San Benito County, San Bernardino County, San Diego County, San Francisco County, San Joaquin County, San Luis Obispo County, San Mateo County, Santa Barbara County, Santa Clara County, Santa Cruz County, Shasta County, Sierra County, Siskiyou County, Solano County, Sonoma County, Stanislaus County, Sutter County, Tehama County, Trinity County, Tulare County, Tuolumne County, Ventura County, Yolo County, Yuba County
Type of Business Finance
Type of Business (other) Wealth Management


About Parallel Advisors

Parallel Advisors is an independent wealth management firm headquartered in San Francisco with several offices throughout the US. We manage the wealth of families, business owners, entrepreneurs, & foundations. We combine our wealth advisors and in-house CPAs to provide in depth tax & wealth planning when dealing with a life transition, the sale of a business, retirement, or a liquidity event. As a fiduciary, our portfolios our customized and designed with the best interest of our clients in mind, providing an open architecture to select the best securities and asset managers among public and private asset classes.


A Successful Exit

Exit Strategy Is Simply Good Business Strategy. A successful exit begins with a plan, ideally one that you begin before you complete the sale of your business. We provide clarity to business owners who want to ensure that they are well prepared for an exit, both financially and personally. A detailed financial plan can take into account how well prepared you are for an exit, and if there is a significant gap in what you need in order to retire vs what you receive net of taxes. Here’s how we can help:


  • A complimentary* review of your personal and business tax returns to prepare for the sale, by our team of CPAs.


  • Access to our advanced planning team to review possible estate issues, charitable and generational planning, eligible QSBS stock strategies.


  • Working closely with a Wealth Advisor before/during/after an exit that can understand your short and long-term goals, and help you & your family maximize your legacy.  


  • A review of your current investments, exploring opportunities for tax efficient assets, cash-flow strategies, and investments than can defer capital gains post exit.


  • Coordination with your business broker, M&A advisor, attorneys and other professionals to ensure an alignment of your business and personal goals.


*For businesses valued at $500k+

About Anthony Lugo

Anthony is both a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor, with a decade of experience helping HNW families, business owners, and young entrepreneurs on the West Coast. Anthony speaks fluent Spanish, regularly volunteers with pro-bono clients and is an avid enthusiast of classic cars and vintage motorcycles.