Charles Parker (AEP, BBA, CFP®)
Charles Parker focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Over 38 years of comprehensive, fee-only, wealth management experience. My priorities are serving women in transition, people approaching retirement and corporate executives with complex compensation / incentive arrangements.
Additional Information
Contact us for an initial conversation about how we might serve you. If we decide to continue our conversation, we offer a free, no-obligation Discovery Meeting in which we explore if we are the right firm to help you accomplish all that is important to you. As a wealth management firm, we integrate financial planning and investment management into a cohesive strategy focused on achieving your goals.
NAPFA Start Date
July 03, 1996
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