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Your Partner to Help Build
Financial Independence

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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

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Albert Paula

Founder
Read About Albert
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Mary Picinich

Office Manager
Read About Mary

Clients

Who We Serve Best

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Individuals
and Families

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Business
Owners

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Retirement Plans & Non-Profits

Retirement Plans
& Non-Profits

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Corporate
Executives

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Services

How We Can Help

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Insurance Solutions

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Investment Planning

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Retirement Strategies

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Social Security Maximization

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Disability Insurance

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Long Term Care Insurance

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401(k) and IRA Options

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Estate Planning

Process

Our Simple and Laid-Back Approach

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

Number one

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.

Number two

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 complimentary portfolio review.

Number three

Strategy Delivery

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

Alliances

Our Strategic Resources

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Eagle Strategies LLC

Through Eagle Strategies, Albert Paula provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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New York Life Insurance Company

Albert Paula and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aa1); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 5/19/2025.

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Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Albert Paula can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

Contact

Get in Touch

Are we the right fit for you?
If you are looking to simplify your complicated financial life, we’re here to help.

Contact Us

777 S Ham Ln, Suite D
Lodi, CA 95242

Office: 209.333.2400
Fax: 888.592.1363

Get in Touch

Schedule a Consult
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Disclosure

Albert Paula is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #8068318), AZ, CA (CA Insurance License #0E43202), CO, ID, IL, MI, MT, NC, NV, NY, OH, OK, OR, SD, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Albert Paula is licensed and authorized to offer insurance in California and Arkansas, but PARKWEST FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Albert Paula is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 777 S Ham Ln Ste D, Lodi, CA, 95242, 209-333-2400. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, ID, IL, MO, MT, NC, NV, OH, OK, OR, SD, TX, UT, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Albert Paula is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, ID, IL, MO, MT, NC, NV, OH, OK, OR, SD, TX, UT, VA, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

PARKWEST FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither PARKWEST FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.?

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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