We started Parkworth Wealth Management because we wanted people to worry less about their money and enjoy their life more. Our team of seasoned professionals helps clients in San Francisco do just that through comprehensive financial planning and investment management.

We work with tech professionals who value personalized services, long-term relationships, and expertise that helps them preserve and grow their wealth.

In working with you, we seek to earn your trust by serving as a fee-only, fiduciary Registered Investment Advisor. Our advice is committed to your best interests and is never based on a commission.

As an independent financial planner serving San Francisco, we have no ties to national companies, and our own team members live and work in the community. We are your neighbors, which we think is how a local boutique-style firm should be run.

The Locations We Serve Include:

  • San Francisco

  • San Mateo

  • San Bruno

  • Redwood City

How to Find Us

We are conveniently located in Los Gatos and also will meet you online, whichever is most convenient.

 

Our Los Gatos Office

475 Alberto Way, Suite 210
Los Gatos, California 95032

Telephone: 408.436.9800
Fax: 408.436.9804

Directions from San Francisco

  • Get on US-101 S/Central Fwy.

  • Use the right 2 lanes to turn slightly right onto US-101 S (signs for San Jose).

  • Continue straight to stay on US-101 S.

  • Use the right 2 lanes to take exit 398B for CA-85 S toward Cupertino/Santa Cruz.

  • Continue onto CA-85 S.

  • Use the right 2 lanes to take exit 11A to merge onto CA-17 S toward Santa Cruz.

  • Take exit 20A toward E Los Gatos.

  • Merge onto Saratoga-Los Gatos Rd.

  • Continue straight to stay on Saratoga-Los Gatos Rd.

  • Turn left onto Alberto Way.

  • Turn right and we are on the left at 475 Alberto Way.

Directions from San Mateo

  • Get on CA-92 W toward Half Moon Bay.

  • Use the right 2 lanes to take exit 8 for I-280 N/I-280 S toward San Jose/San Francisco.

  • Use any lane to take the Interstate 280 S ramp to San Jose.

  • Merge onto I-280 S.

  • Use the right 2 lanes to take exit 12B to merge onto CA-85 S toward Gilroy.

  • Use the right 2 lanes to take exit 11A to merge onto CA-17 S toward Santa Cruz.

  • Take exit 20A toward E Los Gatos.

  • Merge onto Saratoga-Los Gatos Rd.

  • Continue straight to stay on Saratoga-Los Gatos Rd.

  • Turn left onto Alberto Way.

  • Turn right and we are on the left at 475 Alberto Way.

Directions from San Bruno

  • Take US-101 S toward San Jose.

  • Use the right 2 lanes to take exit 398B for CA-85 S toward Cupertino/Santa Cruz.

  • Continue onto CA-85 S.

  • Use the right 2 lanes to take exit 11A to merge onto CA-17 S toward Santa Cruz.

  • Take exit 20A toward E Los Gatos.

  • Merge onto Saratoga-Los Gatos Rd.

  • Continue straight to stay on Saratoga-Los Gatos Rd.

  • Turn left onto Alberto Way.

  • Turn right and we are on the left at 475 Alberto Way.

Directions from Redwood City

  • Get on US-101 S.

  • Use the right 2 lanes to take exit 398B for CA-85 S toward Cupertino/Santa Cruz.

  • Continue onto CA-85 S.

  • Use the right 2 lanes to take exit 11A to merge onto CA-17 S toward Santa Cruz.

  • Take exit 20A toward E Los Gatos.

  • Merge onto Saratoga-Los Gatos Rd.

  • Continue straight to stay on Saratoga-Los Gatos Rd.

  • Turn left onto Alberto Way.

  • Turn right and we are on the left at 475 Alberto Way.

 

Schedule a Complimentary Consultation

Let’s see how we can help you live your best financial life. Schedule a 30-minute online consultation.