For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

CFP® professionals take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client.

Parsec Employees Who Have Earned the CFP®

Chief Executive Officer
Behavioral Financial Advisor™, CERTIFIED FINANCIAL PLANNER™
President | Chief Operating Officer | Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®
Senior Financial Advisor
Certified Divorce Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Chartered Federal Employee Benefits℠
Senior Financial Advisor
Certified Employee Benefit Specialist®, CERTIFIED FINANCIAL PLANNER™, Certified Trust and Fiduciary Advisor™, Chartered Retirement Planning Counselor℠
Senior Financial Advisor | Director of Business Retirement Services
Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor
Financial Advisor
Certified Divorce Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Financial Paraplanner Qualified Professional™

Using Our 40 Years of Excellence to Help Define Your Path Forward

Get in touch with a Parsec Financial representative at an office near you.

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