Parker Trasborg (CFP®)
Parker Trasborg focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- AUM
- Business Owners
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
Planning Specialties
At CJM, we offer clients real solutions for their most pressing financial concerns and needs, helping make their dreams a reality in an understandable and transparent manner. As a Fee-Only Financial Advisory and management firm, our clients interests always come first, and we remember that the money invested belongs to our clients. Parker advises busy professionals and retirees helping them utilize their financial resources to live the life they want, now and into the future.NAPFA Start Date
June 03, 2021
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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