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VerifiedFinancial Services· Founded 2008

Parkshore Wealth Management

Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With our main office in Granite Bay, CA and satellite offices in Folsom, CA Lehi, UT, and Logan, UT, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.

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HeadquartersGranite Bay, United StatesEmployees10(1 to 10)Annual revenue<$1MFounded year2008Websiteparkshorewealth.comLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

2

tools in use

Monthly traffic

362

organic / mo

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Top roles at Parkshore Wealth Management

12 distinct titles indexed · top 10 shown.

  • 2director of client experience
  • 1associate advisor
  • 1co-founder and senior advisor
  • 1dining room busser and dishwasher
  • 1financial planning intern
  • 1financial professional
  • 1intern
  • 1operations associate, lead tax preparer, jr trader
  • 1operations manager
  • 1paraplanner
  • +2more titles

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