A complete list of active advisors currently associated with Parkview Capital Management
Warmer can help you find a great advisor at Parkview Capital Management or one who fits your needs even better.
The firm primarily serves individual clients and offers discretionary investment advisory services alongside general financial planning and consulting. It reports managing client portfolios with a stated account minimum and bills separately for planning time. Investment decisions are grounded in fundamental equity analysis—earnings, price/earnings, dividend metrics and balance-sheet strength—supplemented by third‑party research accessed through its custodian platform. The firm emphasizes option-based overlays, using long‑dated LEAPS and routine covered‑call writing, and, for higher‑risk accounts, selling uncovered puts as part of portfolio management. What is distinctive about the practice is the explicit and frequent use of options and other derivatives within separately managed accounts, an approach that is uncommon among peers. The firm documents these strategies with Excel models and specific examples before onboarding clients, and the adviser commonly trades the same securities for personal accounts at the same time as client trades.
To learn more about the advisors currently working at Parkview Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highland Park, NJ
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)