PF Wealth Management Group, LLC is an independent investment advisory firm. We are a boutique firm that revels in our independence. We provide our clients with objective advice and the type of service they deserve. We offer our clients access to an array of investment instruments through our relationships with other investment firms and demand greater accountability from those firms on our clients’ behalf. Ultimately, we exist to assist our clients in a manner that serves their best interests, allowing them to achieve their financial dreams.
Frank Paré, CFP®
CA Ins. Lic. 0F19431
While serving as Co-Chair of Government Relations for the FPA-East Bay Chapter, Mr. Paré was instrumental in developing the first collaboration between local and state government to host Financial Planning Clinics in Oakland, CA and cities across the country to help low-income families impacted by the economic downturn. As a result of his efforts, he was asked to submit a resolution on behalf of the FPA to the U.S. Conference of Mayors titled, “Financial Planning Clinics For Retirement Preparedness & Financial Literacy” It was supported and adopted by the U.S. Conference of Mayors and has been submitted to Congress for adoption.
Mr. Paré is very active with the CFP Board of Standards and sat on the CFP Board of Standards and at one time sat on the CFP Board’s Public Policy Council. As a participant on the Public Policy Council, Mr. Paré’s primary role was to assist the CFP Board on public policy issues affecting CFP Board, CFP® certificants, and the general public.
With over 23 years of experience in the financial services industry, he personally continues to establish enduring professional relationships with his clients.
- Build relationships that inspire you to visualize your dreams
- Build relationships that match your values and dreams
- Build relationships that enhance and protect your quality of life and happiness
- Always put your interests first
- Accept a new client only if we can provide true value for you
- Never let anything get in the way of doing what is right