Trusted Financial Advisor

Mr David M Parkes CFP

Mr David M Parkes CFP

Pacific Advisors, Inc

1740 Technology Dr Ste 550, San Jose, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
None Provided
Min. Assets
None Provided
Languages
Portuguese, English
License
Not Validated

Areas of Expertise

Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor