FOR IMMEDIATE RELEASE
Parkworth Wealth Management’s Michal Zyla Earns CFP® Certification
Zyla was promoted to Wealth Advisor after attaining the highly respected financial services credential.
SAN JOSE AND PALO ALTO, California—August 30, 2021—Parkworth Wealth Management is pleased to announce that Associate Wealth Advisor Michal Zyla has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and been promoted to Wealth Advisor.
As a Wealth Advisor, Zyla provides financial planning and investment management that is personalized to each client’s goals. Zyla’s expertise includes equity compensation planning, including incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), restricted stock, and employee stock purchase plan (ESPP) shares.
Zyla’s CFP® mark was the culmination of a 3-year effort to complete coursework in eight principal areas: professional conduct and regulation, general principles of financial planning, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning.
Zyla’s studies were on top of his full-time responsibilities at Parkworth Wealth Management, a fee-only wealth management firm in San Jose and Palo Alto.
“It requires commitment and follow-through to become a CFP® certificant,” said firm founder Bruce Barton, himself a CFP® professional and Chartered Financial Analyst® (CFA®) charterholder. “But I was always confident that Michal would succeed. He has an aptitude for personal finance and for personalizing that knowledge to individual clients’ needs. We were thrilled to offer him the role of Wealth Advisor.”
Parkworth requires its Wealth Advisors to be CFP® professionals since the certification is so comprehensive in its education and experience requirements. In addition, its ethics requirements, including a fiduciary obligation to clients’ best interests, match the firm’s own obligations as a Registered Investment Advisor.
“I am gratified that I can now broaden the work I do with clients as a Wealth Advisor,” Zyla said. “I am passionate about helping them both preserve and grow their assets while living the lives they envision.”
In addition to his CFP® certification, Zyla has a Bachelor of Arts in economics from Columbia University.
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 individuals working in technology industries, professional service providers, retirees, and business owners. For information, visit the firm website at parkworth.com.
Contact
Parkworth Wealth Management
San Jose | Palo Alto
408.436.9800
Michal Zyla, CFP®: mzyla@parkworth.com
Bruce Barton, CFP®, CFA: bbarton@parkworth.com
