Cori Parks

Service Above Self!

Role
Client Relationship Manager at Kwb Wealth
Location
Redlands, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

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

  1. Client Relationship Manager

    Kwb Wealth

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Cori Parks — Client Relationship Manager at Kwb Wealth in Redlands, CA, US | Unifers