MAI PARK, CPWA®

Managing Director | Private Wealth Manager
MaiParkCapital.com
Mai.Park@lplfinancial.com

Mai Park, CPWA® is the Managing Director of Mai Park Capital and Pence Wealth Management, one of the largest teams within LPL, located in Newport Beach, CA.

Mai has two decades of wealth management experience. In 2018, she achieved the Certified Private Wealth Advisor® advanced professional certification at Chicago Booth School of Business to serve high net worth clients by driving strategic decision making.

Extending beyond conventional advice and administration, Mai constructs custom financial strategies to identify and align personal financial objectives with core values.  Asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning services are ongoing elements to the wealth planning process.

Great value is placed toward the fostering of meaningful, multi-generational relationships.  Trust and open dialogue is the pillar of her comprehensive approach to wealth management.  Guidance is consultative and goals-based, with clear knowledge of individual aspirations.  Confidence is cultivated by her commitment to the highest level of personal service, attention to detail, execution, and ongoing assessment.