Parkworth Wealth Management, Inc Email Format

Financial ServicesCalifornia, United States2-10 Employees

Parkworth Wealth Management, Inc. operates in the financial services sector as a fee-only wealth management firm. Based in Los Gatos with an office in Palo Alto, it serves clients across Silicon Valley and the Bay Area with a range of planning and investment services, including retirement plan support for corporate clients. The firm was founded in 2003. The firm has specialized expertise in helping technology professionals navigate stock-based compensation and startup-related decisions, including stock options, restricted stock units, ESPPs, and deferred compensation. It also supports individuals nearing retirement and women in transition by providing structured planning to maintain a comfortable lifestyle. In July 2024, Parkworth promoted Max Gonda to Wealth Advisor after he earned the CERTIFIED FINANCIAL PLANNER designation.

Sign up for free to view info

Company overview Employee directory