| Who We Are |
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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, but larger firms take for granted. We can 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 behalf our clients. Ultimately, we exist to assist our clients in a manner that serves their best interest in allowing them to achieve their financial dreams and not some inherent need to push products.
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| Frank Paré |
| President |
| CA Ins. Lic. 0F19431 |
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| Mr. Paré is a CERTIFIED FINANCIAL PLANNER™ professional and an active member with the Financial Planning Association. |
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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.
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Mr. Paré is also very active with the CFP Board of Standards and currently sits on the CFP Board's Public Policy Council. As a participant on the Public Policy Council, Mr. Paré's primary role is to advise the CFP Board on public policy issues affecting CFP Board, CFP® certificants, and the general public.
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With over 19 years of experience in the financial services industry, he personally continues to establish enduring professional relationships with his clients. More
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| Your Values |
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Build relationships that inspire you to visualize your dreams |
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Build relationships that match your values and dreams |
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Work with you to enhance and protect your total quality of life and happiness |
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| Our Commitment |
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