LOS GATOS, Calif.—July 29, 2024— Parkworth Wealth Management proudly announces the promotion of Max Gonda to the position of Wealth Advisor following his attainment of the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Parkworth Wealth Management is an independent Registered Investment Advisor in Los Gatos that serves tech professionals. The firm’s mission is to help clients unhook their wealth from the unpredictable tech industry and be in control of their financial success.
Gonda joined Parkworth in 2021 as an Associate Wealth Advisor. During his tenure, he demonstrated a commitment to helping clients navigate their financial journeys. In 2024, his dedication and experience earned him a promotion to Wealth Advisor.
As a Wealth Advisor, Gonda provides comprehensive wealth management services, including conducting analysis, providing recommendations, and implementing strategies. His goal is to alleviate the stress that people often feel about their finances so they can focus on what they enjoy.
“I am delighted to announce Max’s promotion to Wealth Advisor,” said Bruce Barton, CFP® CFA, founder of Parkworth Wealth Management. “His CFP® certification exemplifies his commitment to providing our clients with the highest standard of financial advice.”
Parkworth Wealth Management requires that all Wealth Advisors hold the CFP® certification. This rigorous credential helps ensure that advisors possess the education, experience, and ethical grounding necessary to deliver comprehensive, fiduciary advice that always prioritizes clients’ best interests.
“Achieving the CFP® designation has been a significant milestone in my career,” Gonda said. “I was thrilled to receive news that I had passed after two years of nearly full-time preparation for the exam. As Wealth Advisor, I am excited to expand on my role of providing wealth management services to our tech professional clients.”
Gonda, a resident of San Jose, holds dual USA and Italian citizenship. He was a walk-on for the NCAA men’s soccer team at UC San Diego and continues to play soccer on an adult team. He loves staying active in his free time.
About Parkworth Wealth Management
Parkworth Wealth Management is an independent Registered Investment Advisor that helps clients live their best financial lives. Based in Los Gatos, the firm provides wealth management to help tech professionals be in control of their financial success. For information, visit the firm website at parkworth.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Contact
Bruce R. Barton, CFP® CFA
Principal and Wealth Manager
bbarton@parkworth.com
Max Gonda, CFP®
Wealth Advisor
mgonda@parkworth.com
Parkworth Wealth Management
475 Alberto Way, Suite 210
Los Gatos, CA 95032
Telephone: 408.436.9800
