We are a small boutique of CERTIFIED FINANCIAL PLANNER™ professionals that put people first in everything we do. Our talented staff works hard to offer the best financial advice and wealth management solutions tailored to your needs and goals for the future. Together we can help you achieve the
extraordinary in economic freedom and success.
Our mission is to inspire you along your path toward achieving your financial goals. Our personalized, people-first approach means taking time to get to know your values, goals, and unique financial situation before we customized your financial strategy. With honesty, integrity, confidentiality, and transparency at the core of every interaction, we strive to give you the confidence that no matter what happens in the market, you will accomplish your goals for the future.
Frank Paré started his career in financial services over 30 years ago. He founded People First (“PF”) Wealth Management in 2006 in Oakland, California. After several years at a wealth management firm specializing in ultra-high-net-worth clients, Frank founded PF Wealth Management to provide Values-Based Financial Planning™ to high-net-worth clients. Frank is a CERTIFIED FINANCIAL PLANNER™ professional with the CFP Board of Standards, has a degree in International Relations and an MBA in Management. Frank also served as president and chair of the Financial Planning Association, a national association with over 22,000 members worldwide. An active member in his field, Frank contributes to national magazines and newspapers and has received various awards and accolades for his service.
Jocelyn D. Wright partners with her clients to create financial strategies that align with their goals. With nearly thirty years of financial services experience, Jocelyn holds the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. She received her BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. Jocelyn serves on the board of the Foundation for Financial Planning. In 2016, InvestmentNews Magazine recognized her as one of the 20 most influential Women to Watch. Jocelyn is also a frequent guest on the television program, Good Day Philadelphia.
Contact us to get started with your New Financial Roadmap
Oakland | Philadelphia | Houston
1970 Broadway, Suite 525
Oakland, CA 94612
150 Monument Rd, Suite 207
Bala Cynwyd, PA 19004
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