John-Thomas Lloyd, CFP®, EA

Financial Professional at Parkshore Wealth Management
  • Claim this Profile
Contact Information
Location
US
Languages
  • Portuguese -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ professional
    CFP Board
  • California State Notary
    -
  • Enrolled Agent (EA)
    Internal Revenue Service

Experience

    • Financial Services
    • 1 - 100 Employee
    • Financial Professional
      • 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.

    • Intern
      • Jan 2011 - Apr 2011

Education

  • College for Financial Planning
    Certificate of Completion, CFP Certification Professional Education Program
    2011 - 2014
  • Brigham Young University - Idaho
    Bachelor's degree, Economics
    2009 - 2011

Community

You need to have a working account to view this content. Click here to join now