With roots dating back to the 1960’s, Parsons Wealth Management has always been a family business proudly serving our community. The firm was originally founded by William “Bill” Parsons as a small tax practice in El Granada. In 1985, Bill’s youngest son, John M. Parsons, joined his father to form Parsons & Son. As the tax business continued to expand, John became aware of both his clients’ needs for comprehensive financial advice and his desire to provide it; this was the beginning of Parsons Financial Advisors.
Parsons Financial Advisors began to flourish in 2004, when John obtained all his investment registrations and began offering extensive financial services including Financial Planning, Investment Management, Estate Planning, Protection Planning, and more. John’s son, John William Parsons, joined the family business in 2006.
Parsons Financial Advisors has continued to grow and thrive behind John and John William’s vision, passion, commitment, and deep connections to the local community. As of 2019, the business has rebranded itself as Parsons Wealth Management.
We are very proud and honored to be a progressive and professional family business, one that offers our clients truly holistic and comprehensive financial services. We love what we do and are committed to continuing to grow and evolve to give our clients the excellent service and confidence they deserve.
CPA, CFP®, CA Insurance Lic. #0E64465 DRE #01466331
Securities offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Advisor, (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Company Details
- Employees
- 4
- Address
- 721 Purissima St,
- Phone
- (650) 726-0640
- in****@****gmt.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- parsonswealthmgmt.com
- Keywords
- Half Moon Bay.
- HQ
- Half Moon Bay, CA
Parsons Wealth Management Questions
Parsons Wealth Management's helpline number is (650) 726-0640
Parsons Wealth Management's website is parsonswealthmgmt.com
Parsons Wealth Management's LinkedIn profile is https://www.linkedin.com/company/parsonswealthmgmt
Parsons Wealth Management has
4 employees.
View email and phone details for 4
employees at Parsons Wealth Management.
Parsons Wealth Management's industry is
Financial Services
Parsons Wealth Management's top competitors are
The Bay Club Company,
Etched,
Wattshift,
Gennext Technologies,
Bizben,
Quest Global,
Bay Club,
Idt - Integrated Device Technology, Inc.(Acquired By Renesas),
Buchanan Automation Inc,
Corrohealth.
Parsons Wealth Management's support email address is info@parsonswealthmgmt.com
Parsons Wealth Management's categories are Financial Services
