Parkworth Wealth Management has announced that it has added Max Gonda to the team as an Associate Wealth Advisor.
Gonda joined Parkworth Wealth Management shortly after graduating from UC San Diego with a bachelor’s degree in economics. As an Associate Wealth Advisor, he assists with financial plan preparation, portfolio rebalancing, and tax projections for clients of the Registered Investment Advisor (RIA), based in San Jose and Palo Alto.
“We are thrilled to have Max on the team,” said Bruce Barton, CFP®, CFA, firm Principal and Wealth Manager. “Max’s addition will help us keep up with our recent growth, and he’s exactly what we’re looking for in our advisory team. He has an aptitude for analysis combined with a ‘client first’ mindset.”
Gonda’s hiring brings the total number of team members at the fee-only firm to six.
Gonda said he decided to pursue a career in financial services because he wanted to have a direct impact on people’s lives.
“I wanted to feel that what I do is important,” he said. “With financial planning, I help people meet their goals, address their worries, and maintain their financial well-being. I’m gratified to play a part in such crucial needs.”
The Laguna Niguel resident said he will pursue the CERTIFIED FINANCIAL PLANNER™ (CFP*) certification so that he can take a more extensive role in guiding clients. The CFP® mark is one of the most stringent certifications a financial planner can attain, requiring comprehensive, ongoing education and experience and a commitment to ethics, including a fiduciary obligation to clients’ best interests.
About Parkworth Wealth Management
Parkworth Wealth Management is an independent Registered Investment Advisor that helps clients live their best financial lives. Based in San Jose and Palo Alto, the firm provides fee-only, fiduciary financial planning and investment management to business owners and individuals in the technology industry, professional services, and retirement. It also provides 401(k) services to corporations and businesses throughout the San Francisco Bay Area. For information, visit the firm website at parkworth.com.
