Our Team

Team members at Parq Advisors include CPAs, financial planners and other members of the wealth planning community. Our advisors often lead seminars on life insurance and estate planning for the nation’s leading law, accounting and business management firms, in addition to some of the country’s largest universities. We continually expand our network, identifying the most knowledgeable and talented people in the industry who are in a position to help us meet and exceed client expectations.

Each Parq Advisors team member is committed to seeking knowledge and partakes in continuing education throughout the year. We share a dedication to philanthropy and to improving the community around us. Some of the organizations with which our team members are involved include:

  • Association for Advanced Life Underwriting
  • National Association of Estate Planners & Council
  • National Association of Insurance and Financial Advisors
  • American Institute of Certified Public Accountants
  • Financial Planning Association
  • Los Angeles Estate Planning Council
  • Society of Financial Planners
  • Beverly Hills Estate Planning Council
  • Men’s Guild of Children’s Hospital Los Angeles, Board of Directors
  • Cedars-Sinai Medical Center, Board of Governors
  • Jewish Big Brothers Big Sisters Los Angeles/Camp Max Straus, Board of Directors
  • Los Angeles World Affairs International Council
  • The Guardians for the Los Angeles Jewish Home for the Aging
  • Beverly Hills Rotary Club
  • College Baseball Foundation, Board of Directors
  • Water Buffalo Club, Board of Directors
  • Harold Pump Foundation, Board of Directors
  • USC Baseball Alumni Association, Board of Directors
  • USC Student Athlete Mentor Program
  • UCLA Athletic Alumni Association
  • Beverly Hills High School Athletic Alumni Association
  • Provisors
  • AthletesTouch
  • United Jewish Federation on behalf of Hillcrest Country Club
  • Orangewood Pals
  • Project Play
  • Notre Dame High School, Board of Directors
  • St. Cyril Grammar School, Board of Directors
  • Loyola High School Athletic Association
  • United Hope for Animals
  • Animal Advocates Alliance
  • Second Chance/Strive
  • Girls on the Run