Broker Check
Stephen Parkison, ChFC

Stephen Parkison, ChFC

President

Steve, a Chartered Financial Consultant and Investment Advisor Representative, has been providing investment consulting and financial plan design for entrepreneurs and professionals since 2000. His thorough understanding of the financial industry and passion to do the best for his clients has allowed to Steve to grow a successful practice as a financial advisor. Steve works closely with his clients to develop a strategy for meeting their unique financial needs and goals, adding value through helping his clients prepare for the different phases of their lives, whether they are in the early stages of their careers, mid-career, pre-retirement or retired.