Kwang Park
First Vice President - Investments at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Kwang Park
Financial Advisor specializing in investment strategy, wealth building, and wealth preservation through investment planning for businesses and high tech professionals- Diversifying Concentrated Equity Positions- Portfolio Construction- Investment Strategy- Estate Investment Planning- InvestmentSpecialties: Rule 144 Preset diversification plans (10b5-1 plans)Prepaid Variable ForwardExchange fundsThis information is intended for use by residents of AZ, CA, NJ, NY, PA, and WV only.CA Insurance License Number 0F08086. Resident State: CA.Please contact me by e-mail: k••••••••@wfadvisors.com or by Phone 65••••••29. I cannot respond to messages through LinkedIn and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor
Jul 2019 — Present · Palo Alto, CA, US
I delighted to inform you that I have moved my practice to Wells Fargo Advisors, one of the nation’s premier investment firms. Leaving one company for another is never an easy decision. However, being affiliated with Wells Fargo Advisors enables me to offer you one of the broadest ranges of financial products and services available – including investment planning, asset management, equity research, portfolio strategy, wealth management strategies, a varied assortment of mutual funds and annuities and access to trust services and investment banking expertise through Wells Fargo affiliates.In addition, I am now able to provide you access to a full range of lending and banking products through affiliates of Wells Fargo to help meet your short- and long-term financing needs.
Education
Carnegie Mellon University
BS, Electrical Engineering
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