Advisor at American Wealth Management
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Firm
American Wealth Management
Location
Reno, NV 89511
Credentials
CFA®, Series 66
Industry experience
10 years
Boyong Park is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently a wealth advisor and investment analyst at American Wealth Management and also serves as a part-time corporate finance lecturer at the University of Nevada. Outside of his advisory role, he is a board trustee for the Reno Philharmonic Orchestra and vice president of the Korean American Association of Reno. American Wealth Management is a SEC-registered investment adviser managing approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trend analysis, using ETFs and mutual funds to build portfolios with tactical strategies designed to mitigate equity risk during market declines.
Based on American Wealth Management
Based on American Wealth Management
Fixed fees for comprehensive personal financial planning services; details negotiated per engagement
Hourly rates apply for financial planning services after initial plan or as agreed
Account minimum: $300,000 (may be lower in certain circumstances at AWM's discretion)
570 Hammill Lane
Reno, NV 89511
California · Nevada · Texas · Washington
University of Nevada
2019 - Present (7 years)
American Wealth Management
2018 - Present (8 years)
MS Howells & Co
2016 - Present (10 years)
Foothill Securities, Inc.
2015 - 2016 (1 year)
American Wealth Management
2014 - 2018 (4 years)
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