Broker Check
John M. Parsons CFP®, CPA

John M. Parsons CFP®, CPA

Owner & Wealth Advisor

Meet John

John founded Parsons Wealth Management with a mission to serve the Coastside community through thoughtful, personalized financial guidance. With over three decades of experience in financial planning, tax strategy, and wealth management, John Parsons brings a rare combination of technical expertise and personal dedication to every client relationship. As both a Certified Financial Planner™ and Certified Public Accountant, John offers a uniquely comprehensive perspective that helps clients navigate complex financial decisions with clarity and confidence. John also holds a California Insurance License (life, disability, and long-term care), further expanding the scope of services he can provide.

John has always been actively involved in the community. He has been a member of the Half Moon Bay Chamber of Commerce, member of the Half Moon Bay Yacht Club, member (and former President and Treasurer) of the Rotary Club of Half Moon Bay, Director of the Coastside Boys and Girls Club, Volunteer Firefighter and Emergency Medical Responder for the Lockwood Fire District in the Gold Country, and a long-time coach of youth and high school basketball.

Outside of the office, John enjoys spending time with his wife Penni in their beautiful spot outside of the small town of Volcano in the foothills, where he enjoys woodworking, gardening, and taking care of a growing menagerie of pets that now includes chickens, pooches, and cats.

“Financial planning isn’t just about numbers—it’s about helping people live the life they envision.”

John’s California License Number is #0E64465.