Jim Parks, CFP®, AIF®
President and Wealth Manager at Parks Wealth Management- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary (AIF).
CFP Board, Fi360
Experience
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Parks Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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President and Wealth Manager
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Jun 2000 - Present
We've had the pleasure of assisting our clients with their financial planning and investment management since 1991. For several families, we serve as a resource for all things financial for 4 generations. We take this responsibility very seriously, and our team works very hard to provide the best experience for our clients with personal and caring service. We've had the pleasure of assisting our clients with their financial planning and investment management since 1991. For several families, we serve as a resource for all things financial for 4 generations. We take this responsibility very seriously, and our team works very hard to provide the best experience for our clients with personal and caring service.
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CERTIFIED FINANCIAL PLANNER®
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Aug 1995 - Jun 2000
Created financial plans and implemented investment strategies for clients. Created financial plans and implemented investment strategies for clients.
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Financial Planner
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Jul 1991 - Jul 1995
Assisted clients with their financial planning. Assisted clients with their financial planning.
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Education
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1993 - 1995
Boston University
CERTIFIED FINANCIAL PLANNER® Certification -
1987 - 1991
Bryant University
Bachelor of Science in Business Administration
Community
