Park Wealth Management -

Angel Quintanilla

I had the pleasure of working with Glen Park to get my finances in order, and I couldn't be more satisfied with the experience. He took the time to understand my financial goals, assessed my current situation, and provided clear, actionable advice to help me create a plan that works. His expertise and guidance made a world of difference, helping me feel confident and secure about my financial future. I highly recommend Glen to anyone looking for a knowledgeable and trustworthy advisor.

J R

Our family benefitted immediately from Glen Park's financial advice for both short and long-term planning. He takes time to discuss the pros and cons of a strategy so you understand the impacts of your financial decisions. He is trustworthy, sharp and mindful of your family's goals while working to increase your portfolio, eliminate debt and invest in the future for your dependents. Glen keeps you on the right track and responds in a timely manner.

Jacob

Glen from Park Wealth Management made me very comfortable as a potential client as he took the time to answer all of my questions. While I was shopping around for different advisors in the LA area, I cold-called Glen, and not only did he pick up and was very accessible unlike some of the other firms around town, he chatted with me for over 2 hours during our first call. Besides his obvious experience with investments, I was pleasantly surprised to hear about his experience with real estate and LLC formations as well. Glen is extremely well rounded and exactly the person you want on your team. Our first call ended with action items for me to send him before our next call as well as a meeting note summary. We spent our second call deep diving into his vision on specifically how he could help further my goals, and again, what was supposed to be an hour call max he was generous enough to go for 2 hours until I felt 100% comfortable. Not only is Glen an expert in his field, but you can tell he truly cares about your interests and is there to help you succeed no matter what your goals are. I recommend Glen for anyone that is looking for a lifelong financial advisor.

Robert Lebby

Robert Lebby, MD and Wieke Liem Lebby, MD

We first started working with Glen way back in 1999 when he was working with North Western Mutual Life. We were two very young doctors recently out of training and greatly appreciated his financial advice, which included investment advice, insurance advice, and some discussion about tax ramifications. He was so thorough, methodical, and approachable and really helped us set up our long-term financial trajectory.

Glen has matured greatly over the years and finally several years ago branched out, starting his own firm which has grown tremendously over the years. The focus of Park Wealth Management focuses clearly more on pure financial guidance. With his well-rounded knowledge and history though, he over the years has helped us still with some insurance advise. We are also always impressed with his knowledge of any tax ramifications to his investment choices. We love that he looks at the entire “big picture” with our finances. Glen continues to learn and has been constantly upgrading his formal credentials, now with lots of letters after his name. He keeps up very closely with ongoing economic trends, both macro and micro, and loves to talk about these and educate us.

He has been very helpful to us along our life transitions, from a young family with 2 little kids, through work & practice, to becoming empty nesters, and now we are just a few years away from retirement. He has been very attentive to our specific individual situation, be it advancing age, or whatever stage of life we are in. Glen is always easy to contact, easily approachable, and never rushed in our discussions. Discussions are always a “two-way endeavor.” We meet regularly to make any adjustments necessary to our portfolio, keeping it aligned with our risk tolerance.

Our portfolio of 401K Retirement funds, Brokerage Accounts, and REIT’s have grown nicely over the years. There have been several highly turbulent economic / market periods over the years during our relationship, which have been challenging at times. Over the years we have generally beat the market despite these ups and downs, with only a couple of years slightly down and several years with gains substantially higher than the market. We have been very pleased with our overall returns based on our individual risk tolerance instructions to him. This is keeping in mind his reasonable management fees, which are in no way transaction based. He is also in no way limited in any of his investment choices. As his knowledge and experience have grown, we expect that our returns over the next few years will be even better! Go Glen!!!

We have even trusted Glen to take over the financial advisership of our two children, now in their 20’s.

He is also now managing the Retirement Accounts for my wife’s large Dermatology Practice, with the acceptance of her three other practice partners.

A final bonus is that Glen is genuinely a nice and caring person, with a nice family. It has been great getting to now them over the years. He is an involved family man and remains involved in his local community.

I generally do not write any on line recommendations but felt inclined to recommend Glen. I hope this helps any prospective clients in their quest for a Financial Advisor. I know this is often a very difficult decision.

Robert Lebby, MD

Lin

I just met Glen and he helped me set up a 401K, start investment accounts and help structure the money for my company better. Glen opened my eyes to all the ways to save money on taxes that I didn’t know were possible. He helped simplify how everything works so it was easy for me to understand. He is an absolute pleasure to work with! I highly recommend ?

Theresa Wallace

My husband and I sold our first home, made a profit and wanted to continue to grow our investments, and Park Wealth Management, in particular Glen and Sean have been so amazing and helpful to work with. Being somewhat new to investing, we have received a lot of guidance, in the form of databased information, experience and wealth of knowledge that has helped us connect the dots in making important financial decisions. We have also received a lot of help from them to take steps in investing, our retirement, and important steps to take in setting up an LLC . So grateful for all the help and time spent teaching us how to be smarter with our money!

saguna kansagra

We recently started to consult with Glen. Initial 1st hour consult turned into 4 hour long meetings (at glens recommandation), because he wanted us to feel comfortable about our decision of working togather, for a better and more clear financial picture going into retirement. Glen seems very knowledgeable about all the aspects of financial, retirement and investment planning. We are looking forward to working with him.

Adan Aguilar

I recently had the pleasure of working with Park Wealth Management, and I couldn't be more impressed with their level of service and expertise. Their team took the time to understand my financial goals and provided tailored strategies to help me achieve them. Their thorough approach to wealth management and investment planning has been instrumental in getting my finances in order. Thanks to their guidance, I'm now well-positioned to pursue major milestones, including purchasing my first home. I highly recommend Glen for anyone looking to manage their wealth effectively and achieve their financial dreams.