We are a family-owned, independent, fee-only Registered Investment Advisor focused on helping individuals in Roseville, CA and Southlake, TX achieve their financial goals. At Parkshore Wealth Management, our advisors are held to a fiduciary standard, helping put our clients first for all of their financial and tax planning needs.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.