Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
Victor Liao is a principal at Parallel Advisors, LLC which is a San Francisco-based, SEC-registered, fee-based only, independent wealth management firm. Parallel specializes in creating and managing customized, comprehensive financial plans coupled with asset allocation and investment portfolio recommendations for affluent individuals, families, trusts, estates, and corporations.
Mr. Liao has 25+ years of financial services and investing experience spanning wealth management, venture capital, and investment banking. He is a member of Parallel’s Investment Committee. He received his BA in English in 1995 from Duke University.