Accounting services, except auditing, Certified public accountant, Financial consultant
Parse Financial
HistoryBobby Kashani, founder and President of Parse Financial is well accomplished in the Financial Services Industry. Previously managing over $135 million in total assets at Bank of America's Global Wealth & Investment Management, Bobby earned membership in Executive Club for Sales and Service excellence and ranked among the top 10% of advisors for sales production in the southwest division of Global Wealth Management (GWIM). Bobby left the Corporate environment to pursue the starting of Parse Financial which is dedicated to serving successful clients in the attainment and management of their financial independence. As a Registered Representative with LPL Financial, Bobby expanded his role and found the flexibility to exercise his many talents in Investments, Estate Planning, Insurance risk Management, and lending.SpecialtiesParse Financial Specializes in fixed income investments and retirement planning. Visit www.parsefinancial.com for more information on our services.