About Us

 

Cori Beth Parks, CCSP, WMS℠

Client Service Director

Cori Beth is an experienced professional and has been serving wealth management clients since 1999. Before joining Pacific Capital, she worked with clients in the Merrill Lynch wealth management division. Cori Beth has earned professional distinctions as a Ceritifed Customer Service Professional, Wealth Management Specialist℠, and National Social Security Advisor. She developed her passion about financial life management when she saw her family financially struggling growing up. Since then, she has been determined to not be in that position herself, and to help others achieve financial success as well. Cori Beth is from Southern California, has two children and lives in Redlands, CA.

Education/Certifications:
● Bachelor’s Degree in Business Administration and Finance – California State University of San Bernardino
● CA Notary Public
● Wealth Management Specialist℠
● Certified Customer Service Professional
● National Social Security Advisor- NSSA^®

Community Service:
● Inland Empire YMCA
● OC Little League Challenger Classics
● The American Heart Association