John William Parsons

Meet John William

John William Parsons brings a dynamic blend of financial expertise, leadership, and deep community roots to his role as Managing Partner and Wealth Advisor at Parsons Wealth Management. A third-generation member of the firm, John William began working part-time in junior high and officially joined full-time in 2006. He quickly earned his Series 7, 66, and 24 registrations which are held through LPL Financial, and spent his early years managing the firm’s investment operations.

Today, John William focuses on building strong, lasting relationships with clients through personalized financial planning and face-to-face advising. With a mission to serve the Coastside community through thoughtful, personalized financial guidance. His approach is grounded in what he calls the “Three Cs”:

• Clarity – Helping clients understand their full financial picture
• Comprehensive Planning – Addressing every aspect of wealth, from investments to taxes
• Confidence – Empowering clients to make informed decisions for the future

A proud Coastside native, John William is deeply involved in the local community. He serves as head coach of the Half Moon Bay High School Boys’ Varsity Basketball team and runs a successful youth basketball program. His innovative coaching style was even featured in USA Today, and he’s been inducted into the Half Moon Bay High School Athletic Hall of Fame.

John William is also a passionate advocate for financial literacy, teaching Financial Basics courses at local high schools to empower the next generation with essential money skills.

He holds a dual degree in Accounting and Psychology from Claremont McKenna College, along with a Leadership Sequence. Outside of work, John William enjoys cooking, yoga, golf, hikes on the coast and staying active

John’s California Insurance License Number is #0F81488.