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Rick Ashburn

Principal at Parallel Advisors, LLC

Rick Ashburn is a Principal at Parallel Advisors, LLC, based in Santa Ynez, California.1 He is a tax and investment advisor who combines tax planning and preparation with financial planning and investment management.1 Ashburn specializes in taxes, equity market valuation, California municipal bonds, and portfolio risk management.1

Professional Experience

Rick Ashburn has an extensive career in finance:

  • Principal at Parallel Advisors, LLC (June 2019 - Present)1
  • President at VR Advisors (September 2017 - June 2019)1
  • Founder & Chief Investment Officer at Creekside Partners (April 2003 - September 2017)1
  • Managing Director of Municipal Bonds at MBIA (September 1996 - January 2000)1
  • Municipal Bond Advisor at Stone & Youngberg (1986 - 1991)1
  • Assistant Vice President at First Interstate Bank of California (1985 - 1986)1

Education and Certifications

Ashburn holds the following educational qualifications and professional certifications:

  • Baccalaureate in Economics with High Honors from the University of Maryland College Park (1980 - 1984)1
  • Studied Economics at UCLA Graduate School of Economics (1984 - 1985)1
  • Holds EA (Enrolled Agent) certification from the Internal Revenue Service1
  • CFA (Chartered Financial Analyst) charterholder1

At Parallel Advisors, Rick Ashburn is described as a "Tax Puzzle Solver, Ultra Runner, and Inveterate Tinkerer".2 His focus is on serving a small number of like-minded clients with his expertise in tax and investment advisory services.1

Highlights

Q1 2023 Wealth Strategy Insights - Parallel Advisors
Kristin Atchison - Parallel Advisors
Rick Ashburn, CFA - Parallel Advisors
People - Parallel Advisors
People - Parallel Advisors

Related Questions

What are Rick Ashburn's main responsibilities at Parallel Advisors, LLC?
How did Rick Ashburn transition from VR Advisors to Parallel Advisors, LLC?
What specific tax planning strategies does Rick Ashburn specialize in?
How has Rick Ashburn's experience in municipal bonds influenced his current work?
What inspired Rick Ashburn to become a tax and investment advisor?
Rick Ashburn
Rick Ashburn, photo 1
Rick Ashburn, photo 2
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Location

Santa Ynez, California, United States