She attained the CFP® certification in 2006, licensed and regulated by the Certified Financial Planner Board of Standards, Inc. She makes a commitment to the highest standards of professional competency and ethics:
acts with honesty, integrity, competence, and diligence,
acts in the best interest of the client,
avoids or discloses conflicts of interests, and
maintains confidentiality and protects the privacy of prospective and existing clients.
Helping high income independent contractors and self-employed individuals thrive in business and life and invest for a better world.
To consistently use the 7-step financial planning process defined by CFP Board's Code of Ethics and Standards of Conduct to delivery services.
She believes her fee-only registered independent advisor business model and the CFP® mark give freedom to always act in the clients' best interest.
Founder and Managing Director
Parker Financial, LLC Difference
Continuing education and professional development to increase and refine competency.
Sustainable, responsible and impact investment discipline approach.
Teleconferencing, online trading, secure file sharing, e-signature, and digital vault capabilities.
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