Parker Trasborg
CFP®
CJM Wealth Advisers, Ltd.
Senior Financial Adviser
Parker Trasborg
CFP®
CJM Wealth Advisers, Ltd.
Senior Financial Adviser
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Parker Trasborg, CFP®
Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country
Parker Trasborg is a Fairfax, VA fee-only financial advisor serving clients locally and across the country. CJM Wealth Advisers, Ltd. provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Parker Trasborg is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
At CJM, Parker Trasborg enjoys working with his clients to help them strategically solve their financial challenges. When he lived in New Jersey, Parker was involved in the Lion’s Club, and became an Eagle Scout. He can relate to the entrepreneurs that he serves, having run his own DJ business with his brother in middle school and high school.
Parker lives in Falls Church, VA with his wife, Beckie, their young kids, Skyler and Hudson, and their dog, Penny. In his free time, Parker enjoys spending time with his family and going out on hikes with the dog. He runs the Army 10 Miler annually and has completed three half marathons, three century (100 mile) bike rides and hopes to continue doing more races in the future.
Parker Trasborg 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.
CJM Wealth Advisers, Ltd. provides independent financial planning and investment advisory services to corporate executives, entrepreneurs, small business owners, and high net worth individuals, couples and families. Founded in 1978, CJM Wealth Advisers, Ltd. is one of the oldest privately held financial planning and wealth management firms in the Washington, D.C./metropolitan area.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Parker Trasborg is a NAPFA-Registered Financial AdvisorThe 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.
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Parker Trasborg is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Parker Trasborg is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Parker Trasborg Named one of Washington, DC’s Best Financial Advisers by the Washingtonian
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Parker Trasborg is Interviewed on WUSA's "Mortgage Monday: Tips to make your home mortgage work for you"
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Parker Trasborg is Quoted on EBN: "Young advisors want this benefit, but are RIAs ready to offer it?"
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Parker Trasborg is Quoted in Life Hacker: "Should You Pay Off Your Mortgage or Invest Your Extra Money?"
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Parker Trasborg is Past President of the National Capital Chapter of the Financial Planning Association
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Parker Trasborg is Featured FPA National Capital Area Blog
Contact Parker Trasborg
Office Locations:
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3110 Fairview Park Drive
Suite 900
Falls Church, VA 22042
