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Dennis Park

Advisor at Epsilon Financial Group, Inc.

Updated today
Epsilon Financial Group, Inc. logo

Firm

Epsilon Financial Group, Inc.

Location

Naples, FL

Credentials

Series 63

Industry experience

23 years

About

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.

Client services

Based on Epsilon Financial Group, Inc.

Financial planning Portfolio management

Expertise

Based on Epsilon Financial Group, Inc.

General retirement planning Income planning General tax planning Cash flow / budgeting

Fee options

Fixed

Fixed project fees possible as alternative to hourly, depending on complexity.

Project-based

$300 per hour

Other

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.

Location

Naples, FL

Most active in

California · Florida

Work history

Epsilon Financial Group

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ilia A

Series 65

Naples, FL

Alpha Mode Capital LLC

Active portfolio management
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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Mark H

Series 65

Naples, FL

MTH Trading & Capital Management, LLC

Options & derivatives strategies
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Archer G

Series 66

Naples, FL

Gillespie Wealth Management Inc

Family Business General estate planning guidance Charitable giving & philanthropy General tax planning Cash flow / budgeting
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Jamie B

Series 66

Naples, FL

Berger Wealth Management, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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