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+1 650-233-3830
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| 3000 Sand Hill Rd Ste 100 , Bldg 1, Menlo Park, CA, 94025 | |
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1.5 miTresidder
1.9 miMarguerite - Y Route To Tresidder Union Arrillaga Alumni Center
2.3 miMenlo Park Caltrain
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Specialties
Our Investment Process is a function of risk management. It is designed to achieve a client goal, as a part of the overall financial plan, with the least amount of risk prudently possible, so as not to jeopardize client aspirations. Simply put, our goal is to deliver strong relative risk adjusted returns that will allow our clients to live the lifestyle they desire, while sleeping comfortably at night.
Areas We Specialize In:
Financial Planning, Retirement Planning, Wealth Management, Investments Strategies, Tax Planning Strategies, Risk Management, Alternative Investments
History
Established in 2004.
Mike Deggelman and Chris Parker partnered and created the Deggelman/Parker Group over 8 yrs ago with the vision of delivering tailored investment strategies with a superior service model to their clients.
Meet the Business Owner
Chris P.
Business Owner
Chris is a Certified Financial Planner™ (CFP®) professional, and specializes in comprehensive planning for high net worth clients and their families.
He has his Series 7 and 66 licenses, along with his life Insurance and annuities license.
And on a personal note, Chris and his wife live in Menlo Park and are blessed with three beautiful children. Both Chris and his wife are active memebers in the community.
