Kyle Caouette
SAN FRANCISCO - April 20, 2022 - (Newswire.com)
Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder. He will serve as a wealth advisor to high-net-worth individuals and families, providing them with cash flow financial planning, advanced wealth enhancement strategies, and bespoke investment portfolio management.
Parallel Advisors is an independent Registered Investment Advisor (RIA) based in San Francisco, CA, with five additional offices across the U.S., managing over $5 billion in client assets.
Parallel's Founder and CEO CJ Rendic said, "Kyle's dedication to his clients, extensive experience, and commitment to excellence are exactly what we value at Parallel. We are very excited to add Kyle to our team as a shareholder and wealth advisor."
During his career, Caouette has been recognized numerous times by Forbes/SHOOK Research[1] as one of its Best-In-State Wealth Advisors in 2022 and America's Top Next-Generation Wealth Advisors in 2021 and from 2017-2019[2].
Kyle was previously a co-founder and Principal of Parcion Private Wealth LLC, an independent wealth management firm managing over $2 billion in assets and serving ultra-high-worth business owners.
Prior to Parcion, Kyle was a Senior Vice President - Wealth Management with UBS Private Wealth Management for 13 years. From 2016-2019, he was named to the firm's Director's Council for top-performing advisors and its Top 35 Under 35 List for highest-producing wealth managers under 35 years old.
[1] The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Refer to the full methodology below.
[2] Refer to methodology below.
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Methodology: Forbes Best-In-State Wealth Advisors 2022
Methodology: America's Top Next-Gen Wealth Advisors 2021
Methodology: America's Top Next-Gen Wealth Advisors 2019
Methodology: America's Top 1000 Next-Gen Wealth Advisors 2018
Methodology: America's Top 500 Next-Gen Wealth Advisors 2017
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