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Who We Are & How We Help

Learn more about our expertise and our other resources you can use to better understand how to manage your finances.

CLTC Certified Financial Planner™

David Chudyk is a certified Value Builder with 20+ years working in financial services. As an entrepreneur, David understands the unique needs of business owners, and he is ready to help you manage all of your assets.

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The Weekly Wealth Podcast

On the Weekly Wealth Podcast, we explore the mindsets, tactics, and strategies to help you to build and maintain your wealth. Learn how better money management can improve your life.

The Financially/
Covered Podcast

On the Financially/Covered Podcast, we give insurance agency owners the tools they need to make educated financial decisions and increase revenue streams.

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Parallel Financial

We help business owners pay less in taxes, invest for retirement, and diversify their investments. If you need traditional financial planning, investment management, or business value development, contact us to discuss all of your assets today.

© 2023 by All of Your Assets

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Parallel Financial is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. More information about The Fiduciary Alliance can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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