Portfolio Management purple - icon

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets
  • Recent Action! Articles

  • Frank Paré

    Frank Paré Action! Leaders Group

    PF Wealth Management Group


    Frank Paré, a committed and driven individual, began his career over thirty years ago. After resigning from a wealth management firm in 2006, he started his financial planning firm in Oakland, CA, named PF Wealth Management Group – People First. Being passionate about the profession, he loves to provide holistic financial guidance that helps businesses, individuals, and families establish and achieve their most important goals.

    Having a Certificate in Financial Planning from Cal Berkeley, he is well-versed in today’s topics and has also taught courses on financial planning. In addition, Paré is a CERTIFIED FINANCIAL PLANNER(TM) professional with the CFP Board of Standards with an undergrad degree from San Francisco State University in International Relations and an M.B.A. in Management from Golden Gate University.

    Frank served as national President and Chair of the Financial Planning Association from 2018 through 2019. He also served as the FPA PAC Board Chair in 2020 - the only federally-registered political action committee focusing on financial planners. Having a knack for financial planning, he is quoted extensively in various national online and print magazines and newspapers. Frank also frequently participates on numerous panels across the country, covering multiple topics regarding financial planning and growing the profession.

    Frank has been awarded numerous accolades for his outstanding work. He is also credited for starting a nationally-recognized day of pro-bono financial planning – Financial Planning Days – in October.