Credential: Chartered Financial Analyst®

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements. Learn more: cfainstitute.org/programs/cfa

Parsec Employees Who Have Earned the CFA

Meet Team Member

Harli Palme

President | Chief Operating Officer | Chief Compliance Officer
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®

Credentials

Chartered Federal Employee Benefits℠

Credentials

Financial Paraplanner Qualified Professional™

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

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We enable people to thrive by helping them attain and maintain meaningful financial security.
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Let's Talk
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Expertise
Philanthropy
Education
Connect
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