John-Thomas Lloyd, CFP®, EA
Financial Professional at Parkshore Wealth Management- Claim this Profile
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Portuguese -
Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ professional
CFP Board -
California State Notary
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Enrolled Agent (EA)
Internal Revenue Service
Experience
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Parkshore Wealth Management
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Financial Services
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1 - 100 Employee
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Financial Professional
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Jan 2012 - Present
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help our clients build a firm financial foundation for their lives, using tools and techniques that will help them construct the future they want. With an office in Roseville, California, we’re a family-owned firm that takes a personal approach to working with clients. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer our clients a comprehensive array of financial services, so they can get answers to their financial questions and move forward with confidence.Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help our clients build a firm financial foundation for their lives, using tools and techniques that will help them construct the future they want. With an office in Roseville, California, we’re a family-owned firm that takes a personal approach to working with clients. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer our clients a comprehensive array of financial services, so they can get answers to their financial questions and move forward with confidence.
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Intern
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Jan 2011 - Apr 2011
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Education
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College for Financial Planning
Certificate of Completion, CFP Certification Professional Education Program -
Brigham Young University - Idaho
Bachelor's degree, Economics