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S. P

Series 66

Bolingbrook, IL

Diversify Advisory Services, LLC

S. Park is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. They hold the Series 66 designation and have previously worked at LPL Financial and Charles Schwab. Outside of advising, Park serves as a minister and is involved in teaching through the Presbyterian Church (USA) Board of Pension, as well as serving on the board of a truck driving school. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio and consulting services tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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