Park 10 Financial, LLC
About
Park 10 Financial, LLC is different from most financial advisors because we are a Registered Investment Adviser and as such we must act in a fiduciary capacity for our clients. This means we are legally obligated to put your interest first, ahead of ours.
We give unbiased financial advice for a fee, design financial plans for a fee and also manage portfolios for a fee rather than sell financial products (mutual funds, variable annuities, and stocks) on a commission basis.
I enjoy working with my clients and helping them avoid some of the pitfalls of investing. We do this primarily by using technical analysis to get signals for exiting the market and avoiding major market down turns. We also receive signals that tell us when to re-enter the market and catch the upswing in the market. By using these signals we are able to protect and then grow our clients' portfolios.
I also enjoy the planning process with my clients. Here is where we "run the numbers" to see how our clients are doing in accumulating assets for retirement of for a specific goal like college funding. We monitor the progress of such accumulations to make sure we are on track to reach the clients' goals.
Having done this type of work for over 20 years, I have had the privilege of working with clients to reach their goals and enjoy their retirement years.
You can learn more about me and my firm, Park 10 Financial, LLC by visiting our website at www.park10financial.com
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Frequently asked questions
What is your typical process for working with a new customer?
Our first step is to get to know a little about the prospective client and what needs they have to see if we might be a good fit to help them with their financial plans.
Our second step is to see what their current situation is and get to know what goals they are trying to reach.
Thirdly, design a plan to help them reach their goals.
What education and/or training do you have that relates to your work?
I have studied finance at the University of Houston and have over 20 years of experience in the financial services industry. For the past 8 years I have been a portfolio manager for several Registered Investment Advisory firms.
Do you have a standard pricing system for your services? If so, please share the details here.
We do not sell products on a commission basis. We give advice for a flat fee or manage assets for a fee based on a percentage of the assets under management.
How did you get started in this business?
I have always been a numbers person since my youth and pursued that interest with studies in finance at the University of Houston and working for investment companies.