Parker Wealth Advisory Services

 
 
 
 
 
 
 
 
 
 
 

Parker Wealth Advisory Services

1042 Pacific St., Ste. C
San Luis Obispo, CA 93401 | View on Google Maps
(805) 546-9611 | fax: (805) 546-8276
As I enter my third decade as a wealth advisor, I believe more strongly than ever in treating clients as though they were family. Whether it is helping them buy a first home, setting up a college fund for their children, or helping them transition into retirement, I want to make a real difference in their lives. After working with large advisory firms for many years, I realized that only by focusing on a select group of clients would I truly have the time and space to give the kind of individualized advice and service that I have become known for. With this in mind, I founded Parker Wealth Advisory Services. By understanding my clients’ needs on a deeper level, I help them enjoy the fruits of their investments rather than worry about the day-to-day management of their wealth. My clients are free to spend more time on the golf course, with family, or traveling, knowing that their savings are being well-cared for by someone who is as invested in the outcome as they are.
Member Since: 2012
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 (Date: 10/18/2017)
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