Campbell, CA Office

Team
Updated today
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Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

910 E Hamilton Avenue, Suite 150

Campbell CA 95008

Advisors at this office

10

Advisors at this office

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Ilan W

Series 66

Campbell, CA

Guardian Life

Ilan Weinschelbaum is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes a role at Google X via Magnit. Outside of his advisory duties, he is involved in the sale of insurance products independent of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based solutions, combining proprietary programs with third-party platforms to tailor client relationships.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Elaine E

Series 66

Campbell, CA

Guardian Life

Elaine Ellis is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience and has been with Guardian Life and its affiliates since 1998. Ellis also sells life, disability, and long-term care insurance through approved companies outside of Guardian. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Anne D

CFP®, Series 63

Campbell, CA

Guardian Life

Anne Ding is a CFP® professional with 14 years of industry experience, currently associated with Guardian Life and Park Avenue Securities. She holds a CPA designation and operates a tax services business alongside her advisory role. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Duangdao P

Series 63, Series 65

Campbell, CA

Guardian Life

Duangdao Piyanontalee is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. She has worked at firms including Park Avenue Securities and Transamerica Financial Advisors. Outside of her advisory role, she is engaged in outside insurance sales. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers personalized financial planning and employs a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Rodney S

Series 63, Series 65

Campbell, CA

Guardian Life

Rodney Suzuki is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, MassMutual, and Prudential. He is also involved in outside insurance sales on a limited basis. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers advisor-led discretionary management alongside model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David C

ChFC®, Series 63, Series 65

Campbell, CA

Guardian Life

David Culler is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Integrated Financial & Insurance Services and a long tenure at Guardian Life. He also sells insurance products on a part-time basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services alongside advisory solutions that combine discretionary management with model-based strategies.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ryan B

CFP®, Series 66

Campbell, CA

Guardian Life

Ryan Brody is a CFP® professional with 10 years of experience in financial advisory services. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2015. In addition to his advisory role, he is involved in an insurance business separate from Guardian Life and operates an administrative services entity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Kelly K

Series 63, Series 65

Campbell, CA

Guardian Life

Kelly Kidwell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2006 and is also associated with Pacific Advisors Inc, where she has served for over two decades. Outside of her advisory roles, she is the co-founder and president of the Advanced Practice Network, a non-investment-related professional organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

David P

CFP®, Series 66

Campbell, CA

Guardian Life

David Parkes is a financial advisor with Guardian Life in Campbell, CA, holding CFP® and Series 66 designations and 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, Parkes serves as an executor for a family member’s estate and manages tax planning and bookkeeping through Parkes Financial, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led and model-based discretionary management through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Timothy G

CFP®, Series 66

Campbell, CA

Guardian Life

Timothy Garner is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Mass Mutual Investors Services, MetLife Securities, and Ameriprise. In addition to his advisory role, he provides tax preparation services for Intuit TurboTax customers. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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