Parq Advisors | Insurance and Estate Planning Employee Directory

InsuranceCalifornia, United States2-10 Employees

As one of the country’s elite independent life insurance and estate planning firms, Parq Advisors serves ultra-affluent individuals and families, including some of the world’s most famous athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law firms, accounting firms, business management firms and sports franchises to help ensure their clients and players receive top care relating to their wealth protection and wealth transfer planning. Our philosophy revolves around integrity, transparency, professionalism, relationships and mastery.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Parq Advisors, A Division of Hub International is not under common ownership with M Holdings Securities, Inc.

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. 
To determine what is appropriate for you, please contact me directly or consult another qualified professional.

The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Find Parq Advisors | Insurance and Estate Planning employees' phone numbers or email addresses

Parq Advisors | Insurance and Estate Planning Global Highlights

Location
Employees

North America
22

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  • United States Of America
    21
  • Canada
    1

Parq Advisors | Insurance and Estate Planning's Leadership

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    S. J.
    Partner
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  • Stylized image of a person
    C. W.
    Field Manager & Trainer
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  • Stylized image of a person
    A. D.
    Executive Assistant Case Manager
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  • Stylized image of a person
    R. A.
    Customer Relations Manager
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  • Stylized image of a person
    J. T.
    Health Insurance- Senior Speciality
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  • Stylized image of a person
    S. M.
    Attorney And Founding Member
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  • Stylized image of a person
    D. S.
    Licensed Insurance Agent
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  • Stylized image of a person
    J. S.
    Commissions Specialist Licensing And Contracting
    Phone icon

Parq Advisors | Insurance and Estate Planning Employee Metrics

100%
50%
0%
2026
2025
  • Entertainment
  • Film & Video
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Parq Advisors | Insurance and Estate Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. J.
    Partner
    Phone icon
    Feb 23, 2023
  • Stylized image of a person
    C. W.
    Field Manager & Trainer
    Phone icon
    United StatesNorth Carolina
    Sep 08, 2025
  • Stylized image of a person
    A. D.
    Executive Assistant Case Manager
    Phone icon
    Jun 09, 2025
  • Stylized image of a person
    R. A.
    Customer Relations Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. T.
    Health Insurance- Senior Speciality
    Phone icon
    United StatesNorth Carolina
    Oct 25, 2025
  • Stylized image of a person
    S. M.
    Attorney And Founding Member
    Phone icon
    Nov 14, 2025
  • Stylized image of a person
    D. S.
    Licensed Insurance Agent
    Phone icon
    United StatesSouth Carolina
    Nov 11, 2025
  • Stylized image of a person
    J. S.
    Commissions Specialist Licensing And Contracting
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Parq Advisors | Insurance and Estate Planning known for?

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Parq Advisors | Insurance and Estate Planning was founded in 2011 operates in the Insurance industry. The company's main headquarters is located in 600 Corporate Pointe Suite 600 Culver City, California 90230 United States; you can contact the main corporate office by phone at . Explore Parq Advisors | Insurance and Estate Planning's company overview page for more information.

What is Parq Advisors | Insurance and Estate Planning's most common email format?

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Parq Advisors | Insurance and Estate Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Parq Advisors | Insurance and Estate Planning email formats with LeadIQ.

How many employees does Parq Advisors | Insurance and Estate Planning have currently?

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Parq Advisors | Insurance and Estate Planning has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Parq Advisors | Insurance and Estate Planning's key employees and leadership?

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As of February 2026, Parq Advisors | Insurance and Estate Planning's key employees include:

  • Partner: S. J.
  • Field Manager & Trainer: C. W.
  • Executive Assistant Case Manager: A. D.
  • Customer Relations Manager: R. A.
  • Health Insurance- Senior Speciality: J. T.

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