Dennis Park
Advisor at Epsilon Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Epsilon Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Epsilon Financial Group, Inc.
Location
Naples, FL
Credentials
Series 63
Industry experience
23 years
Dennis Park is a financial advisor at Epsilon Financial Group, Inc. in Naples, FL, with 23 years of industry experience. He has been with Epsilon Financial Group since 2005. He holds a Series 63 designation. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and offers collaborative client relationships involving portfolio management, financial planning, and targeted advisory projects.
Based on Epsilon Financial Group, Inc.
Fixed project fees possible as alternative to hourly, depending on complexity.
$300 per hour
Account minimum: $250,000 Fee-only: Financial planning fees range from $1,000 to $10,000 depending on complexity, billed half at engagement and half upon delivery.
Naples, FL
California · Florida
Epsilon Financial Group
2005 - Present (21 years)
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Is not active or affiliated with:
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Lawyer
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