Diane Adele Park
Gestionnaire de Portefeuille-Actions chez Cahill Financial Advisors, Inc.
Profil
Ms. Diane A.
Park, CPA, is Principal of Wealth Management at Cahill Financial Advisors, Inc. She specializes in comprehensive financial planning, tax planning, and estate planning.
Ms. Park was employed as Financial Advisor by Wade Financial Group, Inc. and Financial Planning Manager by Accredited Investors, Inc.
Ms. Park received her B.A.
in Accounting from the University of Minnesota.
Postes actifs de Diane Adele Park
| Sociétés | Poste | Début |
|---|---|---|
Cahill Financial Advisors, Inc.
 Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Gestionnaire de Portefeuille-Actions | 01/04/2013 |
Anciens postes connus de Diane Adele Park
| Sociétés | Poste | Fin |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Corporate Officer/Principal | - |
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Corporate Officer/Principal | - |
Formation de Diane Adele Park
| University of Minnesota | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Finance |
