SAN JOSE, Calif., Sept. 6, 2018 /PRNewswire-PRWeb/ -- Parkworth Wealth Management announced today that Chris Missirlian has been promoted to wealth advisor and has attained the CERTIFIED FINANCIAL PLANNER™ designation.
Missirlian started with the advisory firm as an associate wealth advisor in 2015 after graduating from the University of California, Berkeley, with a B.A. in economics.
In his new role, Missirlian works with clients to understand their financial goals and recommends comprehensive financial and investment strategies to help them achieve those goals. He provides ongoing monitoring of clients' financial plans and investment portfolios, adjusting them as needed to remain in sync with clients' lives.
"I could not be more thrilled in announcing this promotion," said Parkworth Wealth Management's founder, Bruce Barton. "From Day 1, Chris has been integral to our team. He is absolutely dedicated to helping our clients achieve what they want in life, whether it is starting a new family or retiring early."
Since Parkworth Wealth Management has a fiduciary obligation to clients, Missirlian's advice is always made with clients' best interests in mind.
The fiduciary commitment is also underscored in the CERTIFIED FINANCIAL PLANNER™ designation, a certification whose rigorous requirements include ongoing education, work experience, and a commitment to ethics. Missirlian said the three years it took to attain the certification was time well spent.
"Shortly after starting in financial planning, I knew I wanted to be a CFP® professional," he said. "To me, the CFP® designation indicates someone who has the expertise and objectivity to provide comprehensive financial planning that puts clients' needs and goals first."
About Parkworth Wealth Management
Parkworth Wealth Management is an independent Registered Investment Advisory firm that helps clients live their best financial lives. Based in San Jose and Palo Alto, the firm provides fee-only, conflict-free wealth management services to clients in the San Francisco Bay area and beyond.
Contact
Bruce R. Barton, CFP®, CFA®, Principal and Wealth Manager, [email protected]
Chris J. Missirlian, CFP®, Wealth Advisor, [email protected]
Parkworth Wealth Management
San Jose Office: 100 Century Center Court, Suite 670, San Jose, CA 95112
Palo Alto Office: 2225 E. Bayshore Road, Suite 200, Palo Alto, CA 94303
Phone number: (408) 436-9800
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
SOURCE Parkworth Wealth Management
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