Self-asserted · unverified
Source: parabolic.us
Financial Advisors · profile
Parabolic Asset Management - San Diego Financial Advisor
Financial Advisors · Coronado, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
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Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Fiduciary status | Only on listings | 0 | facebook.comSelf-published social linkedin.comSelf-published social local.yahoo.comAggregated mapquest.comAggregated parabolic.usSelf-published |
| How they're paid | Only on listings | 0 | linkedin.comSelf-published social local.yahoo.comAggregated parabolic.usSelf-published yelp.comAggregated |
| Service delivery model | Only on listings | 0 | yelp.comAggregated |
3 facts·7 sources·0 contested·3 not confirmed
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What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Advisor parabolic.usSelf-published
- How they're paid Fee-only parabolic.usSelf-published
- Fiduciary status yes parabolic.usSelf-published
- Professional certifications CFA parabolic.usSelf-published
- Services Financial planning parabolic.usSelf-published
- Services Investment management parabolic.usSelf-published
- Years in practice 25 years parabolic.usSelf-published
- Years in practice 26 years parabolic.usSelf-published
- Years in practice over 20 years parabolic.usSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
No themed claims are currently recorded.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- coronado, caparabolic.usSelf-publishedprofessionalbusinessdirectory.comAggregatedindyfin.comAggregatedlocal.yahoo.comAggregated
- Years in practice
- over 20 years · 25 years · 26 years · Over 14 yearsparabolic.usSelf-publishedlocal.yahoo.comAggregatedfacebook.comSelf-published socialparabolic.usSelf-publishedparabolic.usSelf-publishedlinkedin.comSelf-published social
- Professional certifications
- CFA · CFA, CDFAparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedmapquest.comAggregatedlocal.yahoo.comAggregatedfacebook.comSelf-published social
- Services
- financial advice, financial planning · Investment Management, Financial Planning · investment management · financial planningparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedparabolic.usSelf-publishedlinkedin.comSelf-published socialparabolic.usSelf-published
- Who they work with
- divorcing coupleslocal.yahoo.comAggregated
- How they invest
- Unique asset allocation strategies · investment decisions rooted in academic researchlinkedin.comSelf-published socialmapquest.comAggregated
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Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
expert financial advice from Rainier Trinidad of Parabolic Asset Management, a trusted San Diego Financial Planning Service
Investment Services · Financial and insurance services
Investing Financial Advising
We do this by using unique asset allocation strategies that enable clients to participate in broad advances in the market while protecting them during the inevitable downturns.
specialize in helping divorcing couples fairly divide their assets so neither party is at a disadvantage
Parabolic Asset Management - San Diego Financial Advisor, Professional Services in San Diego, California.
San Diego's Fiduciary Financial Advisor
Operating under the Fiduciary Standard, Parabolic Asset Management provides unbiased advice and transparent disclosure of conflicts of interest.
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Every source, every date
Where every fact comes from
We read 94 mentions across the web and boiled them down to 36 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code
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Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
1 · from the firm's own materials · unverifiedFor reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusOnly on a listing site Only on a listing site
- — How they're paidOnly on a listing site Only on a listing site
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelOnly on a listing site Only on a listing site
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How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Self-published social
Sources consulted
Profile · parabolic-asset-management-san-diego-financial-advisor-a8f97e9cb7fa4448bc145fb455b78497
Category · Financial Advisors
Published by Authoria