Dave Parkes, CFP®, RICP® in

Dave Parkes, CFP®, RICP®

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Founder at Parkes Financial
📍 San Francisco Bay Area, United States

Dave Parkes is the founder of Parkes Financial, specializing in financial planning for medical practitioners and tech executives in the Bay Area. Recognized by Forbes as a Best-in-State professional, he leverages over 15 years of experience and holds CFP®, RICP®, and AIF® designations. He earned his business degree from Brigham Young University.

Dave lives in Santa Clara, CA, with his wife and four children. He is an active community volunteer, serving his church and other local causes. His dedication to service was recognized with the Community Impact Award from his prior firm, Pacific Advisors.

He dedicates four to six weeks every year solely to furthering his professional education and industry knowledge.

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Experience
22 Years
Current Role
Founder
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dave cares about

Planning for Professionals
He specializes in creating clear, coordinated financial plans for the unique needs of doctors, dentists, and technology executives in Silicon Valley.
Financial Education
Promotes financial wellness by conducting workplace seminars and coaching new advisors entering the profession.
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Career

Work history

7-2007
Founder
Parkes Financial
7-2007
Registered Representative
Pacific Advisors
7-2007
Financial Advisor
Pacific Advisors
3-2006 - 7-2007
Owner, Manager
UCP Investments, LLC
7-2004 - 4-2007
Change Management Consultant
Accenture
In the press

Media appearances

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Education
1999 - 2004
BS
Brigham Young University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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