Cori Beth Parks, CCSP, WMS – Client Service Director

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

We work to help you enjoy life by removing your stress about money.
- Chad Willardson, AWMA®, CRPC®
  President, Founder
- Cori Beth Parks, WMS, CCSP
  Client Service Director
- Josh Coniglio, CFP®
  Director of Financial Planning
- Darin Tuttle, AIF ®
  Director of Investment Strategy
- Katie Reynosa, CCEP
  Client Experience Director
- Rikki Ridgeway
  Client Service Specialist
- Peter Manning
  Retirement Plan Consultant
- Brian Manderscheid
  Director of Insurance Planning
- Trevor Twitchell, CRPC®
  Private Wealth Advisor
- Donna Wright
  Client Advisor
- Ammon Tuimaualuga
  Client Advisor
- Kevin Crawford
  Client Advisor
- Josh Giles
  Client Advisor
- Jesse Huerta
  Client Advisor
- David Tietjen
  Client Advisor