Dave Parkes at Parkes Financial

Dave Parkes at Parkes Financial We serve driven individuals and families by simplifying their financial landscape and providing clarity for the future.

We offer an innovative and personal approach to planning that allows you to balance your life and focus on what matters most. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr, Ste 110, Irvine CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Li

fe Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Parkes Financial is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0F68784, AR Insurance License Number - 9378260. The annual Forbes ranking of Top Financial Security Professionals Best-in-State 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Links to external sites are provided for your convenience. This material is intended for general use and not intended as investment advice.
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06/03/2026

✨After years of medical school, residency, and long hours caring for others, most physicians have built something incredibly valuable—their ability to earn an income.

But few stop to consider what would happen if an illness or injury made it impossible to practice medicine for months, or even years.

It's not a pleasant thought, but it's an important one.

Disability insurance is designed to help protect the income you've worked so hard to create, allowing you to focus on recovery instead of financial stress.

👉Income protection is an essential part of a physician's financial plan.

What steps have you taken to protect your greatest asset—your ability to earn a living?

As a business owner, you spend years investing in your company, managing employees, growing revenue, serving clients, re...
06/02/2026

As a business owner, you spend years investing in your company, managing employees, growing revenue, serving clients, reinvesting profits back into growth, and building a legacy. Although this dedication often leads to business success...

05/25/2026

✨ Today, we remember and honor the heroes who made the ultimate sacrifice while serving our nation. We remember their courage, their sacrifice, and the families who continue to carry their memory forward.

May we never forget or take for granted their sacrifice. 🫡

05/21/2026

✨The best time to talk about disability insurance is before you need it. Talk to your financial professional about the important role that disability insurance can play in protecting you and your family from unexpected injury or illness.

05/19/2026

Women-owned businesses are thriving, but women still face more career disruptions than men. Whether due to pregnancy, caregiving or health issues, women who are self-employed often take more time away from work, which can lead to financial strain.

You've built your business from the ground up. But what happens if you can't work due to illness or injury? Your income powers your business. Without it, everything you've built could be at risk.

✨️A well-structured disability insurance plan helps protect your earnings and your future.✨️

Most people insure what they can see—homes, cars, and even smartphones—but one of the most valuable assets often goes un...
05/06/2026

Most people insure what they can see—homes, cars, and even smartphones—but one of the most valuable assets often goes unprotected: the ability to earn an income. During Disability Insurance Awareness Month, it’s worth asking a simple...

04/30/2026

With new student loan changes taking effect July 1st 2026, many families may face a new reality - borrowing limits are tightening and covering the full cost of education may require a different strategy.

✨️The shift is happening - from borrowing to planning.

Families who prepare now will have more flexibility, more control, and potentially far less debt later.

A 529 plan isn't just a savings tool, it's a strategy for navigating the future of education funding. 📚

04/29/2026

✨️ With new federal student loan changes taking effect July 1, 2026, families may need stronger education saving strategies now more than ever. 📚

Address

910 E Hamilton Avenue #150
Campbell, CA
95008

Telephone

+14083927846

Website

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