Broker Check

Wealth Management for Women and Caregivers

Empowering Women and Caregivers Through Financial Planning

At Mai Park Capital, we acknowledge the distinct financial challenges and significant responsibilities frequently encountered by women and caregivers. Whether you are managing a household, providing care for loved ones, building a professional career, or meticulously planning for retirement, your financial journey warrants thoughtful, highly personalized guidance.Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Strategic and Compassionate Guidance

Unlock Your Potential

Mai Park, CPWA®, a financial advisor with over two decades of experience, leads our efforts in delivering financial planning that is both strategic in its approach and deeply compassionate in its execution. Mai possesses a profound understanding of the critical balance required between pursuing long-term financial goals and navigating the day-to-day realities of life. She collaborates closely with each client, meticulously crafting a financial plan that authentically reflects their individual values, core priorities, and most cherished aspirations.

Our specialized services for women and caregivers include:

Retirement Planning Tailored to Career & Caregiving Paths:

We design flexible retirement plans that account for diverse career trajectories and potential caregiving interruptions.

Investment Strategies Aligned w/ Personal Goals:

We create investment portfolios that resonate with your individual values and financial objectives.

Budgeting & Cash Flow Management:

We assist in developing practical budgeting and cash flow strategies to manage daily finances effectively.

Estate & Legacy Planning:

We help establish comprehensive estate plans that seek to secure your legacy and protect your loved ones.

Risk Management & Insurance Review:

We conduct thorough reviews of your insurance coverage and assess potential financial risks.

Planning for Life Transitions:

We provide professional guidance through significant life changes such as divorce, widowhood, or evolving caregiving responsibilities.

Mai Park Capital is dedicated to fostering enduring relationships and providing high-touch service. Through our partnership with Pence Wealth Management, we offer advanced portfolio insights and responsive execution capabilities, all designed to support your continuously evolving financial needs. You dedicate yourself to caring for others; allow us to assist in caring for your financial future.

Connect

(949) 220-1376

Learn more

Email

mai.park@lplfinancial.com

Learn more

Visit

Newport Beach Office
Torrance Office

Learn more