Financial Planning Consultants, LLC – Our Firm

Management Team

Marc G. Parkinson, CPA/PFS
marc.parkinson@lpl.com

Mr. Parkinson has extensive experience working with closely held businesses and high net worth individuals, with an emphasis on planning and profitability. He specializes in succession planning and wealth transfer for individuals and family businesses. Marc has a PFS designation from the American Institute of Certified Public Accountants and in addition to being a CPA holds both Life Insurance and Securities licenses (Series 66 and 7).

Mr. Parkinson has been with Petrinovich Pugh & Company, LLP since 1979 and became the managing partner in 2000. He has a degree in Economics from Santa Clara University and a Masters in Business Administration from the UCLA’s Anderson School of Management.

He is a Principal with Financial Planning Consultants, LLC, which along with its strategic alliances, Legacy Capital and Hillis Financial Services, provides consulting and investment management services to individuals.

  • Education & Professional License
    • University of California, Los Angeles, Anderson School of Management, 1977, MBA with Finance and Accounting concentration
    • Santa Clara University Bachelor of Science in Economics, 1975
    • Certified Public Accountant, State of California, 1980
    • Personal Financial Specialist, 2005
    • FINRA Series 7 and 66 Certification, securities registrations held with NFP
    • Life Insurance license
  • Employment History
    • Financial Planning Consultants, LLC, 2005 to present, Principal
    • Petrinovich Pugh & Company, LLP, 1979 to present, became Managing Partner in 2000
    • Accountant with Price Waterhouse & Company 1977 to 1979
  • Services
    • Net-worth review
    • Goal setting
    • Asset allocation analysis
    • Investment performance evaluation
    • Estate and income tax overview
    • Risk tolerance assessment
    • Insurance needs analysis
    • Overall special needs analysis
    • Succession planning and wealth transfer for individuals and family businesses
  • Professional Affiliations
    •  American Institute of Certified Public Accountants-council member and on their executive committee of the PCPS (Private Companies Practice Section)
    • Chairman, California Society of Certified Public Accountants, June 2006 to 2007
    • California State CPA Society, Board of Directors, 1995 to present
    • San Jose Chapter California Society of CPAAs, Past President and Director
    • Past or present member of the Estate Planning Council, Banker’s Relations Committee, Chairman of Credit Grantors Committee, Chairman of the Real Estate Committee, San Jose Chapter of the California Society of Certified Public Accountants and AICPA
  • Community Activities
    • Current Service:
      • Santa Clara University, Board of Fellows, 1996 to present
      • Board of Trustees, Presentation High School
      • Sisters of the Holy Names, Board of Advisors and Investment Committee, 1993 to 2007
      • Bellarmine College Preparatory, Men’s Club, President 2005
    • Past Service: 
      • Achieve, Board of Directors and Treasurer, 1990 to 2001
      • School board for St. Mary’s Parish, Vice President, 1985 to 1988 and 1994 to 1997
      • O’Connor Hospital Foundation, Treasurer/Executive Committee, 1997 to 1998
      • Los Gatos Community Foundation, Grants Committee, 1997 to 1999
      • YMCA Board of Managers
      • Kiwanis
      • Toastmasters International
Marc Parkinson
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