Chris Parker

Chris Parker

Parker Financial Planning, LLC.

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Certified Financial Planner

Offering advice since: 1992

Areas of expertise:

  • Life Planning
  • Portfolio Management
  • Retirement Planning

Further information about Chris Parker:

I am a Certified Financial Planner(TM) practitioner and founder of Parker Financial Planning, LLC. After 13 years of working in the financial industry, I noticed that clients of most financial firms were not receiving the individual account attention and service that is needed to adequately monitor changes in their financial lives. Also, I noticed advisors selling products that were not in the best interest of the client to earn commissions and increase revenue for their management and company. I do not believe in commission based financial advice because there are just too many conflicts of interest when the advisor or his or her company receives more incentives for recommending certain products.

For this reason, I formed a Fee-Only planning and advisory firm which became Parker Financial Planning and decided to limit our client base per advisor to provide you with a very high level of account oversight and service. We do not receive compensation from investment or insurance companies or receive any type of soft dollar compensation from any third parties to ensure the advice we recommend is completely neutral and unbiased.

Compensation and Fee Structures:

Fee-Only, No commissions. Combined fee of service fee and assets under management.

Licenses, Certifications & Affiliations:

CFP, CRPC, CRPS & Registered Investment Advisor (FL & KY)

Education:

B.B.A. Business Administration, University of Kentucky 1991

Will provide references upon request?

Yes


Further information about Parker Financial Planning, LLC.:

Parker Financial Planning, LLC.

(Size of firm: 0-9 advisors)

Parker Financial Planning, LLC. is a Fee-Only Financial Planning firm and Registered Investment Advisor in the great state of Florida providing financial guidance to assist you in reaching your financial goals.

Licensed in and serving residents of Florida & Kentucky


Contact Information for Chris Parker

Phone: (941) 497-3012
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Fax: (941) 497-5456

Address for Chris Parker:
P.O. Box 632
Englewood, FL, 34295

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