I'm able to get weekly updates from the firm owner. I find his understanding of the markets extremely impressive. He has done this for a long time and has ran a portfolio in the many, many millions.
Parabolic Asset Management - San Diego Financial Advisor
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Parabolic Asset Management, a San Diego-based financial advisor, prioritizes the growth and protection of clients' wealth. Led by Rainier Trinidad, a seasoned CFA Charterholder with over 20 years of experience, the firm utilizes unique asset allocation strategies designed to maximize market opportunities while safeguarding against downturns.
Operating under the Fiduciary Standard, Parabolic Asset Management provides unbiased advice and transparent disclosure of conflicts of interest. With a focus on effective risk management strategies and investment decisions rooted in academic research, the firm aims to deliver cost-effective solutions that align with clients' long-term financial goals.
Beyond investment management, the firm offers financial planning services to help clients secure a successful retirement. By upholding integrity, ethical values, and professionalism, Parabolic Asset Management strives to build lasting relationships based on trust and client-centric financial guidance.
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Reviews
Rainier is an excellent Financial Advisor. He is very thorough, organized, reliable, easy to work with and very professional. I highly recommend him, especially his very affordable rate. Because...
Rainier is absolutely amazing! If you're looking for a financial advisor I can't recommend him enough. He recently helped a family member get on track with her finances and set up to for future...
I was so fortunate to meet Rainier a couple of years before retiring. Largely due to his guidance and advice I am now living the retirement of my dreams. He has a great deal of knowledge which...
I've been impressed with how very professional, and very conscientious Rainier is with other people's money. I always look forward to hearing his take on the market, and have done well taking his...
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