PF Wealth Management Group Opens Oakland Office; Investment Advisory Firm Offers Comprehensive Fee-Based Services for the Busy Investor
Posted on: Wednesday, 26 July 2006, 18:00 CDT
PF Wealth Management Group, LLC, an independent, fee-based wealth management firm, is hosting a grand opening of its new office in downtown Oakland to support the firm's growth in the region. "People First", the moniker that best reflects the firm's commitment to its clients, incorporates the clients' holistic lifestyle to meet their investment goals.
"We're excited about the opportunity to work with clients whose mission is to fulfill their life's work while simultaneously making their dreams a reality. People First's goals are to inspire clients to visualize their goals, assist in achieving them, and help them to provide a legacy for their family and ultimately their community," states Frank Pare, President and Senior Partner with the firm.
Frank Pare, MBA, CFP(R) has over 15 years of experience serving the financial needs of individuals and managing the compliance regulations of major industry broker/dealer and registered investment advisory firms. Services include: Investment strategies; Retirement planning; Risk management; Estate planning and financial planning for families who care for children and adults with disabilities.
"Because I am a parent of a child with a disability, I am especially sensitive to the unique financial and emotional issues involving the care of a family member who is disabled. Managing a host of complex agencies, healthcare issues, and insurance concerns can be very labor intensive. Our passion lies with helping families overcome these hurdles in order to enjoy the best quality of life with their loved ones."
The firm's appreciation opening is scheduled for Tuesday, August 8th at 5:30 pm at the new offices located at 1999 Harrison St. Suite 1650 in Oakland.
Founded in April 2006, PF Wealth Management Group offers extensive life planning solutions for the busy professional, business owners and families caring for loved ones with disabilities. For more information please contact http://www.pfwealthgroup.com
Source: Business Wire
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