Chris Parker

MS, CFP®

Parker Financial Planning, LLC

Owner/Principal, Client Advisor and Ramsey Financial Coach

Chris Parker

MS, CFP®

Parker Financial Planning, LLC

Owner/Principal, Client Advisor and Ramsey Financial Coach

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Parker, MS, CFP®

Fee-Only Certified Financial Planner™, Registered Investment Advisor and Ramsey Financial Coach

Chris Parker is a Florida and South Carolina fee-only financial advisor serving clients locally and across the country. Parker Financial Planning, LLC provides comprehensive financial planning and coaching to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Parker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Chris Parker entered the financial industry through a banking internship in college. During a 12-year banking career, he rose up the ranks to a private wealth management VP and Client Advisor. In this position, he gained extensive experience in providing personal financial planning services based on each lifestage of the client.

He is a Sr. Financial Planner and Wealth Manager and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2005. He holds a Master's degree in Personal Financial Planning and is a Graduate of the Master Planner Advanced Studies Program from the College for Financial Planning. He also teaches personal finance courses as an Adjunct Professor.
 
Chris is married with two children. He enjoys time with his family, outdoor sports and activities, sprint triathlons, and is an active volunteer in his church and community. He is an active Youth sports coach including Youth Soccer and Youth Tennis. One of his most enjoyable pursuits is scuba diving as a PADI-certified diver. Part of his personal retirement plan is finding sunken treasure on a future dive.

Chris Parker is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Parker Financial Planning is an independent, fee-only investment, planning  & financial coaching firm.

Why PFP?  ....because your retirement planning is critically important.  Experience, education, and training matter.  Pre and current retirees deserve access to a Sr. CFP® providing  unbiased , independent, fully objective fiduciary  personal financial planning services.  It's why we're here.  It's what we do.  As a Christian ounded and managed firm, our mission is to serve others based on the principles described in Romans 12.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Coaching
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Wealth Management
  • Investment Selection and Asset Allocation

Ideal Clients

  • Clients in the 'RED ZONE' (<10 years to retirement)
  • Gen X'ers
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Chris Parker is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Chris Parker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Dimensional Funds
    Parker Financial Planning, LLC is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

Contact Chris Parker

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Office Locations:

  • 1201 6th Ave W
    Suite 100
    Bradenton, FL 34205
  • 141 Traction Street
    Greenville, SC 29611

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