Bruce Frankel, MBA®, CFP®


Wealth Advisor
Durham, NC

Impact Maker. World Travel. Go Cubs.

Experience

Wealth Advisor (Apr 2024 - Present)
Parallel Advisors, LLC
Durham, NC

Partner MGO Private Wealth (Apr 2022 - Apr 2024)
MGO | Private Wealth
Northern California


Education

EDHEC Business School
MBA with Honors, International Business and Entrepreneurship

Golden Gate University
Graduate Certificate in Financial Planning, Comprehensive Financial Planning

bruce.frankel@paralleladvisors.com

LinkedIn

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