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

Planning Specialties

Over 35 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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This Office

14800 Saint Marys Ln Ste 245 Houston, TX 77079 Phone: (877) 752-6228 Fax: (877) 752-6228