Jim Parks
Specializing in helping corporate executives prepare for retirement
- Role
- President and Wealth Manager at Parks Wealth Management
- Location
- Ridgewood, NJ, US
- LinkedIn followers
- 500 followers
About Jim Parks
Investing, financial planning, wealth management. What does all of it actually mean? It…
Experience
President and Wealth Manager
Jun 2000 — Present
We\'ve had the pleasure of assisting our clients with their financial planning and investment management since 1991. For several families, we serve as a resource for all things financial for 4 generations. We take this responsibility very seriously, and our team works very hard to provide the best experience for our clients with personal and caring service.
Education
Bryant University
Bachelor of Science in Business Administration
1987 — 1991
Boston University
CERTIFIED FINANCIAL PLANNER® Certification
1993 — 1995
Skills
- Financial Planning
- Retirement Planning
- Wealth
- Finance
- Mutual Funds
- Equities
- Securities
- Investment Strategies
- Wealth Management
- Investments
- Asset Allocation
- Investment Advisory
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