Cori Parks
Service Above Self!
- Role
- Client Relationship Manager at Kwb Wealth
- Location
- Redlands, CA, US
- LinkedIn followers
- 500 followers
About Cori Parks
Our core purpose is simple: to help clients ENJOY LIFE by removing their stress about money. We don’t work for the big Wall Street banks (anymore)…and our clients always come first. Our Pacific Capital team serves clients as a professional fiduciary, helping to address each area of their financial life. Our focus is to protect and grow clients’ wealth while they enjoy their hard-earned success. We appreciate the personal relationships with each client and strive to give them a Ritz-Carlton service experience with Fed-Ex efficiency.
Experience
Client Relationship Manager
Oct 2025 — Present · Redlands, CA, US
KWB Wealth is a SEC registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelor’s Degree
Skills
- Client Services
- Notary Public
- Office Administration
- Financial Analysis
- Leadership
- Management
- Wealth Management
- Finance
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