Highly regarded throughout the financial services industry and frequently sought out for his expertise, Frank Paré began his career over 30 years ago at a financial services firm in San Francisco. After several years at a wealth management firm specializing in ultra-high-net-worth clients, Frank founded PF Wealth Management in 2006 to provide Values-Based Financial Planning™ to high-net-worth clients. Frank serves on the boards of several civic and non-profit organizations, including UC Berkeley’s Personal Financial Planning Board. Previously, he served on the CFP Board of Standards’ Public Policy Council, addressing the financial challenges faced by families.
As a result of his Public Policy Council work, the U.S. Treasury Department invited Frank to participate in a roundtable discussion on how the U.S. Treasury might provide financial planning services to low-income Americans. Frank served on the Financial Planning Association (FPA) board for six years and was elected national president and chair in 2018 and 2019. After serving on the national board, he was chair of the FPA Political Action Committee.
Frank is a CERTIFIED FINANCIAL PLANNER™ professional with the CFP Board of Standards, has a degree in International Relations and an MBA in Management. He holds a Certificate in Financial Planning from the University of California at Berkeley, where he taught courses on financial planning and taxes. Frank is also a Chartered Advisor in Philanthropy® and Chartered Special Needs Consultant®.
Jocelyn D. Wright has over thirty years of financial services experience and has been collaborating with individual clients since 2002. She is an entrepreneur and Managing Partner with PF Wealth Management Group. Jocelyn holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®) and Accredited Investment Fiduciary (AIF®) designations.
Jocelyn earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors, and has a BS in Business Administration (Finance) from the University of Delaware. Her memberships include Delta Sigma Theta Sorority, Inc. (Philadelphia Alumnae Chapter) and Financial Planning Association (FPA). Jocelyn serves on the boards of the Foundation for Financial Planning, Change Create Transform® Foundation and Urban League of Philadelphia. She was recognized by InvestmentNews as one of the 20 most influential Women to Watch and the Association of African American Financial Advisors (AAAA) 1st Annual 50 Under 50 program. Jocelyn is also a financial literacy advocate and speaker.
Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan. She enjoys traveling, good food and great company. Jocelyn also completed the 50 States Challenge where she ran a half-marathon in each state plus D.C.
When you collaborate with us, you benefit from the expertise of a diverse team of professionals and specialists at Focus Partners. As we engage with you to create your personalized financial strategy, our strategic alliances ensure you receive a thoughtfully crafted plan tailored to achieve your long-term objectives.
Jonathan helps PF Wealth Management Group evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jonathan has earned the distinguished Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® (AIF®) designations.
Panch Romero, CFP®
Panch is a valuable resource to PF Wealth Management Group and our clients by sharing current wealth management insights and providing client education. Panch has earned the Certified Financial Planner™ (CFP®) certification which is the standard of excellence in financial planning.
Bill consults with PF Wealth Management Group's team on specific client wealth management strategies. We leverage his experience for individual taxation and tax planning suggestions, which in turn offers our clients a very positive tangible result: lower taxes. Bill has earned his CPA and PFS designations.
Katlyn works closely with PF Wealth Management Group's team to support our client’s operational needs. She coordinates with our partnering custodians to ensure trades and cash management functions are precise. She also helps us manage our technology platforms including the CWA client portal.
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150 Monument Rd, Suite 207 Bala Cynwyd, PA
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