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Parrish Malson, CFP®

Committed to Your Success, Aligned with Your Priorities

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American Financial Advisors, Inc. Parrish Malson, CFP®
Redding, CA

Serving Clients Nationwide

Committed to Your Success, Aligned with Your Priorities

530.223.2020 x120

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Parrish Malson embarked on his finance career in 1980, while also being a diligent college student, and from the very beginning, his primary concern has been helping clients achieve their financial goals. His journey started with positions at respected financial institutions such as Farmers and Merchants Bank in Long Beach, California, and the Community Bank of Los Angeles.

Upon graduating from California State University at Long Beach with a Bachelor of Science Degree in Business Administration and a focus on Finance, Parrish understands that it's not just about numbers; it's about people and their dreams.

Parrish's commitment to organizing clients' thoughts, planning for the unexpected, and solving everyday investing problems became evident when he joined the Personal Financial Planning program at IDS Financial Services, a division of American Express. His ability to develop comprehensive financial plans and provide exceptional service to clients established him as a trusted advisor. Notably, Parrish's experience led to his membership in the Master Planner group, and he also took on the role of Training Manager, where he helped new advisors understand the importance of client-centric financial planning.

In 1994, Parrish took a monumental step in his career by founding his financial planning firm, American Financial Advisors, Inc., where his clients' aspirations and financial well-being remain his top priority. He believes in going beyond numbers, focusing on the unique needs and goals of each client.

Beyond his professional accomplishments, Parrish's dedication to helping people extends to his personal life as a father of three sons. His commitment to personal growth and community service is a core part of his identity, exemplified by achieving the rank of Eagle Scout in the Boy Scouts of America at a young age.

Today, Parrish continues to serve and support his community as an active member of the Redding East Rotary Club, where he once served as President in 2002-2003. His goal is to create a lasting impact in the lives of his clients and community.

When he's not immersed in the financial world, Parrish enjoys the freedom of the open road on his motorcycle, the beauty of the great outdoors through backpacking, and fulfilling his passion for travel. At his ranch in Shasta County, he finds the perfect balance between work and relaxation, embodying a life marked by a profound concern for his clients' financial well-being and a dedication to excellence.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

3011 Victor Ave, Redding, CA, 96002

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to ask a question or schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Our Commitment to You

At the heart of our mission is your well-being and that of your family. Our purpose is to understand your unique circumstances, unearth your dreams and aspirations, and assess your risk tolerance. We firmly believe that enduring relationships built on transparency and open communication form the bedrock of our continued success.

Our Core Focus

Throughout our journey, we've discovered that a collaborative approach is the most effective way to assist clients as they navigate the intricate landscape of financial services. We've seen that no two clients are alike, each having distinct needs, objectives, and challenges.

We welcome you to explore and harness the potential of our services. We are firm believers that gathering insights from a range of perspectives, each offering diverse backgrounds, education, and experience, can yield profound benefits for our clients.

Recognizing that there is no one-size-fits-all strategy, we dedicate our undivided attention to each client. From initial planning to execution and diligent follow-up, we proactively help you develop a strategy tailored to your unique financial goals, utilizing the most efficient methods available.

We acknowledge that life is riddled with challenges, and our commitment is to anticipate and address those challenges as they arise. Our aim is to keep you firmly on the path to a meaningful and purpose-driven financial future.

Feel free to explore the wealth of resources available on our website through the link above. If anything sparks a question or curiosity, engaging in a conversation with you.

Investment advisory services are offered through Mariner Independent Advisor Network, LLC, a SEC Registered Investment Advisor. American Financial Advisors, Inc. and Mariner Independent Advisor Network, LLC are separate entities.

Education

California State University, Long Beach, Bachelor of Business Administration (B.B.A.), Finance, General

Badges

Hobbies and Interests

  • Family
  • Hiking
  • Motorcycling
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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