Mai Park, CPWA®, combines more than two decades of experience with advanced private-wealth training and the research depth of Pence Wealth Management.
NEWPORT BEACH, Calif. – From its office at 5000 Birch Street, Mai Park Capital is serving affluent families, founders and senior executives whose wealth increasingly requires coordinated decisions across investments, taxes, equity compensation and retirement.
Two Decades in Private Wealth
Mai Park entered wealth management at Morgan Stanley in 2003, serving as a Vice President through 2008. She then joined Merrill Lynch, where she spent more than 16 years and served as a Senior Vice President before founding Mai Park Capital in 2025 in partnership with Pence Wealth Management.
Park earned the Certified Private Wealth Advisor® (CPWA®) advanced professional certification in 2018 through the University of Chicago Booth School of Business. The curriculum addresses sophisticated high-net-worth planning, including portfolio strategy, tax considerations, retirement, wealth transfer and behavioral finance.
A Boutique Practice With Institutional Resources
Mai Park Capital’s partnership with Pence Wealth Management pairs highly personal, family-office-style attention with the resources of an established wealth-management organization. Together, Pence Wealth Management and Mai Park Capital represent more than $3.2 billion in combined assets under management* and a team of more than 30 financial professionals.
Our investment team includes investment professionals supporting fundamental securities research, macroeconomic and sector analysis, portfolio construction, stock valuation and risk monitoring – capabilities that can be particularly relevant when substantial wealth is concentrated in a company stock position or complex compensation plan.
“Sophisticated wealth planning is ultimately about coordination. The portfolio, tax strategy, equity compensation and retirement plan should be evaluated together, with the depth of research to support important decisions and the personal attention to understand what matters to each client.”
Focused on Executives With Complex Financial Lives Park’s practice has developed a particular focus on high-level executives and professionals in other dynamic industries, including aerospace. In addition to its Newport Beach office, Mai Park Capital serves South Bay clients from its Torrance Office, providing a convenient location for aerospace professionals throughout the region. Their planning needs may include RSUs, stock options, deferred compensation, concentrated equity, tax-aware investment decisions, retirement-plan optimization and multigenerational wealth considerations.
Park has been recognized by Forbes as a Top Women Wealth Advisor Best-in-State in 2023, 2024 and 2025, and was also named to the 2025 Forbes Best-in-State Wealth Advisors list.
MAI PARK, CPWA®
Managing Director | Private Wealth Manager Founder, Mai Park Capital
NEWPORT BEACH OFFICE
5000 Birch Street
West Tower, Suite 8000
Newport Beach, CA 92660
SOUTH BAY OFFICE
990 West 190th Street
Suite 500
Torrance, CA 90502
949-220-1376
MaiParkCapital.com
AREAS OF FOCUS
RSUs, stock options & concentrated equity Cash flow planning
Wealth forecasting
Tax-aware wealth planning
Retirement strategy
Investment research & portfolio analysis Wealth transfer coordination
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