Parsons Wealth Management
Financial Services - , Alberta, Canada
Parsons Wealth Management Employees
Agustin Arroyo
Client Services Associate & Registered Administrative Assistant
Parsons Wealth Management Senior Management
Parsons Wealth Management Details
With roots dating back to the 1960's, Parsons Wealth Management has always been a family business proudly serving our community. The firm was originally founded by William "Bill" Parsons as a small tax practice in El Granada. In 1985, Bill's youngest son, John M. Parsons, joined his father to form Parsons & Son. As the tax business continued to expand, John became aware of both his clients' needs for comprehensive financial advice and his desire to provide it; this was the beginning of Parsons Financial Advisors.Parsons Financial Advisors began to flourish in 2004, when John obtained all his investment registrations and began offering extensive financial services including Financial Planning, Investment Management, Estate Planning, Protection Planning, and more. John's son, John William Parsons, joined the family business in 2006. Parsons Financial Advisors has continued to grow and thrive behind John and John William's vision, passion, commitment, and deep connections to the local community. As of 2019, the business has rebranded itself as Parsons Wealth Management.We are very proud and honored to be a progressive and professional family business, one that offers our clients truly holistic and comprehensive financial services. We love what we do and are committed to continuing to grow and evolve to give our clients the excellent service and confidence they deserve.CPA, CFP®, CA Insurance Lic. #0E64465 DRE #01466331Securities offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Advisor, (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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