Financial Advisors
Half Moon Bay, CA
Parsons Wealth Management is an independent financial advisory firm based in Half Moon Bay serving the San Francisco Peninsula. They provide comprehensive wealth management, financial planning, and investment management services tailored to individuals and families. Their team focuses on creating personalized financial strategies to help clients build and preserve wealth.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, business owners, pre-retirees and retirees
Service area: San Francisco Peninsula, including Half Moon Bay and surrounding coastal communities
Independent Advisor: Operates as an independent firm rather than as part of a large corporate financial institution, allowing for personalized service and strategies tailored to individual client needs.
Local Peninsula Expertise: Based in Half Moon Bay with deep knowledge of the San Francisco Peninsula market and the unique financial considerations of coastal Bay Area residents.
Address: 721 Purissima St Suite C, Half Moon Bay, CA 94019
Phone: (650) 726-0640
Website: parsonswealthmgmt.com
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