Chris Parker (CFP®, MSPFP)

Chris Parker focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Federal Employees
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Parker Financial Planning is an independent, fee-only financial planning and registered investment advisory firm.  The firm works nbsp;assisting clients with identifying and reaching their financial goals through comprehensive financial planning and investment management. 
 
Email us for a complimentary copy of our ADV Part II that describes in more detail our philosophy, fee structure, and client value statement and mission.

Additional Information

Chris F. Parker, MS, CFP(R) is a Sr. Financial Planner that provides virtual advisory services (via Zoom meetings, email, phone), primarily to residents throughout Florida. He assists clients in maximizing their resources. He specializes in working with pre-retiree retirement saving and transition planning, busy professionals and families, and active, current retirees income and wealth mgt. The firm has a specialty division, 4GenXFP, that serves the unique needs of GenX clients. Flexible billing available. Free consultation provided. Discounts for financial planning services are available to AARP, AAA and military/1st responders. Parker Financial Planning is an approved Dimensional Funds (DFA) provider and manages all types of retirement accounts, education accounts, trusts, small business (SEP, solo 401K), as well as individual brokerage accounts. In addition, financial plan development is available to all ages and life stages.

NAPFA Start Date

August 22, 2022

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This Office

18245 Paulson Drive Port Charlotte, FL 33954 Phone: (941) 564-6141 Fax: (941) 205-2458

Other Offices

33 Market Point Drive Greenville, SC 29607 Phone: (864) 477-0223 Fax: (502) 244-4199