Financial Planning Association (FPA) Member Firm Serving Granite Bay and Greater Sacramento

At Parkshore Wealth Management, we believe that you are best served when your financial advice puts your interests first. Unfortunately, you won’t always find that in the financial services industry, where many financial professionals receive commissions for the products they sell you.

That is why certain memberships stand out when you begin looking for a financial advisor. One of those is the Financial Planning Association (FPA). The FPA is a professional organization whose members are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and thus required to put your best interests first.

We are members of the FPA because we support its mission to advance financial planning that is objective, ethical, and comprehensive. Based in Granite Bay, California, our Registered Investment Advisor (RIA) firm is committed to providing independent financial advice that puts clients first.

We provide the financial tools to help families and individuals throughout the greater Sacramento area build the future they envision. And the way we can best help them is by providing objective, fiduciary advice that has no commissions attached.

As an independent, fee-only financial advisor, we embrace our role as your financial advocate. We are committed to providing unbiased wealth management services to help you achieve your dreams.

The FPA has drawn up core values that we believe can have a significant impact in our communities and as a profession as more advisors adopt a fiduciary, client-centered process:

• We lead with power and purpose.

• We are passionate about our calling.

• We strive for personal and professional excellence.

• We connect for collaborative impact.

• We care and support each other.

How do these values affect you? If you work with FPA members and CFP® professionals, you can expect a collaborative relationship with advisors focused on making a difference in your life.

FPA MEMBERS ADVOCATE FOR YOU

The FPA is a leader in advancing financial planning that is both competent and ethical. Between the FPA and the CFP Board, which administers the CFP® certification, you have access to resources that can help you select the right advisor for your situation and needs: 

• FPA PlannerSearch: Find CFP® professionals in your area by using the PlannerSearch tool. You can also look up advisors by name.

• Why Work with a CFP® Professional: The CFP Board website can help you understand why the CFP® mark stands out in the financial services industry.

• 10 Questions to Ask: When you contact a potential advisor, take the time to meet with them (in person or online) to see if they are a good fit for you. Check out “Ten Questions to Ask Your Financial Advisor” to get help formulating your questions.

• Additional assistance: The Financial Planning Association’s consumer resources page includes such information as pro bono planning—helpful if you need short-term help and cannot afford it.

✔ Personal, fee-only financial planning
✔ Tax planning and preparation*
✔ Cash flow planning and management
✔ Retirement, tax and estate planning strategies
✔ Resources on many other financial subjects to promote financial wellness

✔ Disciplined portfolio management
✔ Asset allocation model construction
✔ Retirement plan rollover guidance
✔ Advice about stock options
✔ Second opinion on your current investment portfolio or financial plan