Broker Check
  
 

Team

 

John has been helping clients make informed financial and tax decisions for over 25 years. He finds the personal side of business very enjoyable, from discovering his clients’ needs and goals to helping them develop and implement...

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John William Parsons

Managing Partner / Financial Advisor

650-726-0640

650-726-5541

John William began working part-time at Parsons while in junior high school. He joined the firm full-time in 2006, and became investment-licensed in 2007. John William is experienced in all aspects of the business, and his primary role...

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Polina Pavlova

Chief Operating Officer / Wealth Services Associate

650-726-0640

650-726-5541

Polina joined Parsons Financial Advisors in 2009. Over the years, she has expanded her role in the company and now works with all aspects of the business, from internal operations like finance and human resources to insurance services....

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Carla Stirling

Junior Head of Operations

650-726-0640

650-726-5541

Carla joined Parsons Financial Advisors in 2017, excited to work for a boutique financial services firm and to live somewhere green. Her main role is account opening and maintenance; processing client requests such as rollovers and...

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Agustin Arroyo

Client Services Associate

650-726-0640

650-726-5541

Agustin began working part-time at Parsons while attending Half Moon Bay High School. He received his Associate’s degree in Accounting at Skyline College and his Bachelor’s in Economic Development at UC Berkeley. Agustin is...

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Amy Meister

Compliance Coordinator

650-726-0640

650-726-5541

Amy joined the firm in 2015 and works on many different sides of the business. Her main role is in coordinating and managing compliance related issues with the firm’s broker dealer and maintaining record upkeep. She manages...

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Marie Smith

Wealth Services Associate

650-726-0640

650-726-5541

Marie joined Parsons in 2015. Born in the UK, Marie has a BA (Hons.) in Chemistry and Ph.D in Synthetic Organic Chemistry from the University of Oxford. After a successful career in academia and the pharmaceutical industry Marie took a...

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Cassie is the newest member of the Parsons Financial team, joining in late 2018. As the receptionist, she is ready to deliver exceptional service to our guests and schedule their appointments with John and the team. Besides keeping...

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Muggsy H. Smalls

Director of First Impressions

Muggsy joined the Parsons staff in 2010 as the Official Greeter/Head of Security; she long served as the sole member of the Welcome Committee until Fred joined the team in 2012. Muggsy spends her time at the office enthusiastically...

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Fred Parsons

Assistant Director of First Impressions

Fred joined the Parsons staff at the end of 2012 as the Assistant Director of First Impressions, and joins Muggsy as a member of the Welcome Committee. Fred spends most of his time at the office sleeping, but may occasionally be found...

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Coco joined the staff in 2016 as a Greeter in Training, where she works under the direct supervision of Muggsy H. Smalls and Fred Parsons. She has a lot to learn in terms of poise and self-restraint as she strives to become a full time...

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