Parkwest Financial and Insurance Solutions

We're right here
with you
We have the answers... and we're happy to share
We're right here
with you
Bring your career to life
Bring your career to life
Bring your career to life
What do you want
to do?
It all starts with you
We're in this together
We have the answers... and we're happy to share
We're here
to help
New York Life is dedicated to serving professional advisors

.

Your Partner for
Financial Independence

About

Our Commitment

Parkwest Financial advises people on how to simplify, strategize and personalize their financial lives, investments and legacy. Our commitment is to provide a high level of service, independent research and analytics accompanied with thoughtful advice.

What Makes Us Different

Truth

People should always expect, and get, the whole truth. We are fiduciaries, 100% of the time.

Simplicity

We believe your life should be interesting and your investments boring. And we'll use plain English to explain it all.

Transparency

We shed light on the fees you pay and what you are paying for.

360° Planning

We explore the spectrum of financial planning because there is more to your plan than just investments.

Team

Here to Serve You

Albert Paula

Founder

Read About Albert

Mary Picinich

Office Manager

Read About Mary

Clients

Who We Serve Best

.

Individuals
and Families

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.

Business
Owners

Learn More

.

Retirement Plans
& Non-Profits

Learn More

.

Corporate
Executives

Learn More

Services

How We Can Help

Insurance Solutions
Investment Planning
Retirement Strategies
Social Security Maximization
Disability
Long Term Care Insurance
401(k) and IRA Rollovers
Estate Planning

Process

Our Simple and Laid-Back Approach

You are only 3 steps away from your own custom-built retirement strategy

1

Schedule a Visit

We will have a conversation to see if we're on the same page and decide if it makes sense to continue moving forward in the planning process.

2

Blueprint Meeting

We’ll discuss your dreams and why they are important to you. We’ll then begin assembling your strategy to help achieve them. This step includes a free portfolio review.

3

Strategy Delivery

You’ll receive your custom-built retirement strategy and we’ll start moving you closer to your goals.