Anthony Lugo CFP,CEPA, Wealth Advisor: California

  • Company: Parallel Advisors

    Phones: 415-231-2123 ,

Parallel Advisors is an independent wealth management firm headquartered in SF. We combine our wealth advisors and in-house CPAs to provide in-depth tax, investment, & wealth planning for our clients when dealing with a life transition, the sale of a business, retirement, or a liquidity event.

About Anthony Lugo, CFP®,CEPA®

A Successful Exit

Exit Strategy Is Simply Good Business Strategy. A successful exit begins with a plan, ideally one that you begin before the LOI is signed. 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:

  • An in-depth 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.

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.

For Best Results & Response, Email & Phone This Contact: at 415-231-2123 and

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