PATRICIA PARKER
Categories
Financial Management Financial Services Investments 401K Management Financial Services Investments Financial Advisor Financial Consultant Financial Consulting Financial Advisor
Chapter: NAWBO - Indianapolis
About
Patricia Heaton Parker is a Certified Financial Planner (CFP), Certified Estate Planner (CEP), and Certified Divorce Financial Analyst (CDFA), working in a Fiduciary relationship with her clients. A 27-year veteran in Investment Management and Financial Planning, Ms. Parker owns her Registered Investment Advisory practice and maintains offices in Orange County, CA and greater Indianapolis, IN. She specializes in helping people— and especially women — successfully navigate through times of transition such as career change, divorce, widow or widowhood, second marriages, and caring for aging parents. Each of these situations bring unique financial implications requiring skill, experience and expertise all of which Ms Parker is specifically known for.
Ms. Parker strongly believes in giving back to her community and her Industry. Ms. Parker is a active member of the OC Financial Planning Association where she serves on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker is an Instructor at the University of California Irvine Campus (UCI) where she teaches Retirement Planning and Employee Benefits and Investments for the CERTIFIED FINANCIAL PLANNER program.
She is a popular speaker on topics such as Marriage and Money, Charitable Planning, Financial Planning for Special Needs and Financial Planning for the Family Care Giver.