Joan Parker (CFP®, ChFC®, EA)

Additional Information

Personalized financial planning services are offered as the cornerstone of all client relationships and serve as the firm’s focus to empower clients to achieve their objectives by providing independent financial & investment advice in a consistent & ethical manner at a fair price.


What makes us unique?

Fiduciary – We are fee-only and independent.  This avoids conflicts of interest inherent with commission-based sales.  We put our clients' interests first.

Ethical – We are committed to ethical conduct and adhere to the code of ethics of the industry associations and designations in which we are members.      

Competent – We are thorough, knowledgeable and professional.  We comply with the education, experience and continuing education requirements of the Certified Financial Planner Board, Internal Revenue Service and National Association of Personal Financial Advisors. 

Fair Pricing – We are committed to offering our services at a fee structure that is designed to be both fair and offer the best value.



NAPFA Start Date

November 28, 2000


This Office

3591 Sacramento Dr Ste 120 San Luis Obispo, CA 93401-7258 Phone: (805) 541-5105 Fax: (805) 541-5107