Washingtonian Names Parker Among 'Top Financial Planners' 2010
La Plata, MD. (Oct. 22, 2010) Christine Parker, CFP(r), president of Parker Financial, LLC was recently named as one of the greater Washington, D.C. metro area's 'Top Financial Planners' by the Washingtonian magazine.
The Washingtonian magazine surveyed hundreds of personal-finance professionals throughout the metropolitan area asking them 'Whom would you trust with your own money?' Then they followed up with research of their own to develop a list of area's top financial experts.
The survey results appear in 'They Know Money' article, written by Sherri Dalphonse, published in the November, 2010 issue of Washingtonian magazine, listing the area's best financial planners, wealth managers, estate planning attorneys, tax accountants, and other financial advisors.
'It's an honor to be nominated by my peers and selected for this prestigious recognition by Washingtonian magazine,' says Christine Parker, CFP(r). This recognition as one of the 'Top Financial Planners,' serves as a testament to the firm's core values to serve as a trusted leader in the community with a commitment to excellence and the financial planning process.
For more information about Parker Financial, LLC, visit www.pfadvisers.com or call Toll-free 866.681.PLAN (7526.)
Parker Leads Money Matters Workshop at Youth Leadership Academy
La Plata, MD (Oct. 18, 2010) Christine Parker, a Certified Financial Planner (r) professional and President of Parker Financial, LLC will lead Money Matters at Youth Leadership Academy.
Maryland Parental Information Resource Center presents in partnership with St. Mary's County Public Schools, the Maryland State Department of Education and Anne Arundel, Calvert, Charles, and Prince George's Counties a FREE 'Parenting Matters Conference, BEST: Building Excellent Students Together,' on Saturday, October 23, 2010 from 9:00 a.m. to 3:30 p.m. at Dr. James A. Forrest Career and Technology Center & Leonardtown High School, 24005 Point Lookout Road, Leonardtown, MD 20650. Register online at www.mdpirc.org or call 877-637-2736.
Christine will lead two workshops titled 'Money Matters and Personal Finance,' beginning at 11:40 a.m. for youth ages 10-18. Additionally, Christine will lead workshop titled 'A Financial Plan for College,' at 2:00 p.m. for parents.
Young adults need financial literacy to develop good personal finance skills to make informed decisions and achieve financial success. 'When students are engaged early on in learning; particularly about earning an income, budgeting, saving and investing, charitable giving, and managing debt --- they gain powerful skills to shape their own lives and make a difference in their local community,' says Christine Parker, CFP(r), President, Parker Financial, LLC.
Tell Us Your "I Changed My World" Success Story
La Plata, MD (Jan. 27, 2010): Parker Financial, LLC is in search of a Southern Maryland woman who has overcome a significant obstacle and personal challenge such as a major financial hardship, job loss, career road block, domestic violence, natural disaster or health risk, etc. If you have successfully changed your world, we want to hear from you. We have a simple entry form you can submit to us.
You can be featured at the Charles County Women's Fair, THE POWER OF WOMEN: YOU CAN CHANGE YOUR WORLD, on March 6, 2010 at the College of Southern Maryland, La Plata Campus during the keynote presentation titled, LIFE CHANGING DECISIONS YOU MAKE EVERY DAY, by Christine Parker, CFP(r), President of Parker Financial, LLC and your Story featured in a published Article.
Submit a completed, Tell Us Your "I Changed My World" Success Story, form by Feb. 28, 2010. Please note that by sending us your story, you agree that any material you submit becomes the sole property of Parker Financial, LLC and that your name, likeness, and story can be used by Parker Financial, LLC for any editorial, advertising, or promotional purpose, in any media now known or hereafter developed.
Forms are available by Web, E-mail or Write Us! Download form online at www.pfadvisers.com, send an e-mail to cparker@pfadvisers.com or write 9300 Endowment Place, La Plata, Maryland, 20646.
Christine Parker, CFP(r), President of Parker Financial, LLC believes you can achieve almost anything by starting every day with a positive attitude. Christine will empower the audience to face obstacles and embrace change with focus, positive energy and confidence to reach their full potential. Christine knows firsthand that through adversity comes strength and passion that can open doors and lead to great things when you least expect it.
Christine's presentations have been praised as inspiring, energetic and entertaining, filled with personal experiences and real life success stories that prove you can change your world.
Christine's passion is helping others achieve their personal goals and financial objectives. She helps clients plan well to live well.
From founding the first women-owned independent financial planning firm in Charles County to serving as a trusted leader for local charitable and professional organizations, advocating for women and families and raising a family; she has discovered how rewarding it is to give back to the community and how thrilling our life and careers can be.
Parker Announces A New Financial Literacy Scholarship for Seniors
La Plata, MD, Dec. 14, 2009. Parker Financial, LLC announces a new financial literacy scholarship award.
The Parker Financial, LLC Financial Literacy Scholarship is the first award offered by the Charles County Scholarship Fund, Inc.'s scholarship program with the specific purpose of rewarding local students who demonstrate a commitment to advancing their financial literacy.
The $250 scholarship will be awarded to a Class of 2010 graduating senior attending a Charles County Public School with at least a 3.0 G.P.A. who has successfully completed an elective personal finance course such as personal financial literacy or investment management.
Scholarship applications are due by Mar. 1, 2010.
Scholarship application forms will be available mid December by calling, Christine Parker, CFP (r), President of Parker Financial, LLC at 866-681-PLAN (7526).
Young adults need financial literacy to develop good personal finance skills to make informed decisions and achieve financial success. When students are engaged early on in learning; particularly about earning an income, budgeting, saving and investing, charitable giving, managing debt --- they gain powerful skills to shape their own lives and make a difference in their local community.
That's why Parker Financial, LLC is dedicated to rewarding local students who successfully advanced their financial literacy.
The scholarship is established this holiday season in honor of our clients and business associates to express appreciation for their trust and loyalty throughout the year.
Parker to Lead Hands-On Group Activity
LaPlata, MD, Sept. 11, 2009. Parker Financial, LLC announces Christine Parker, CFP (r) has been invited to lead a hands-on personal finance group activity at CSM Women & Math.
Infinite Options: Women & Math is presented by the College of Southern Maryland (CSM) for female high school students who are interested in mathematics to learn about career options. The event is sponsored in part by Energetics Technology Center.
Presenters include a diverse group of successful women in their respective fields:
Olivia Mellan - Author/Keynote Speaker
Sue Strickland - Parent/Teacher Workshop
Amber Rust - Mathematics
Cristina Campbell - Health Science
Renee Jenkins - Computer Science
Diane Kaufman Fredette - Architecture
Dr. Chris Michienzi - Chemical Engineering
Daphne Powell - Computer Science
Mary Sherlock - Mechanical Engineering
Lisa Griffith - Mechanical Engineering
Dr. Ellen Wilson - Pharmacist
Christine Parker - Financial Services
Jackie Dvorak - Test Flight Engineer
Melissa Olson - Mathematics
Julie Ryan - Cyber Security
Felicia L. Jones-Selden - Astrophysics
Melanie Osterhouse - Radiology
Saturday, Oct. 17, 2009, 8:30 a.m. - 3:30 p.m. For more information, please call Sandy Poinsett, CSM, Department of Mathematics, Physics, and Engineering at (301) 934-7808. Click here for Register information. CSM La Plata Campus, Center for Business & Industry, 8730 Mitchell Road, La Plata, MD.
Young women who seek careers in a STEM field (Science, Technology, Engineering and Math) need financial literacy to make informed decisions and achieve financial success. When young women are engaged early on in learning; particularly about earning an income, budgeting, saving and investing, managing debt, and giving --- they gain powerful skills to shape their own lives and make a difference in their community. That's why Parker Financial, LLC is dedicated to teaching practical lessons geared toward helping reinforce these important skills.
Fees Waived for New Clients Many Other New Benefits Announced
La Plata, MD, June 29, 2009. Parker Financial, LLC, an independent fee only registered investment adviser, announces that account transfer fees will be reimbursed and electronic equity trade commissions are waived for up to one year. This is just two of the new benefits offered as a result of the firm's relationship with Schwab Institutional.
Yesterday, Schwab announced that it will reimburse transfer of account fees charged by contra brokers and waive commissions on electronic equity trades for new Parker Financial clients. To qualify, clients must open Schwab Institutional accounts by the end of 2009. The program begins July 1, 2009 and will be in effect for one year. Parker Financial's leadership is pleased with the move. 'The enhanced services recently announced by Schwab will help us better serve existing clients and offer new clients real savings,' says Christine Parker, CFP(r), President of Parker Financial, LLC.
More than one year ago, Parker Financial, LLC selected Schwab Institutional as the firm's preferred custodian for the custody of client assets based on their depth of experience, resources and client service. Other benefits to Parker Financial clients include an array of new service and technology projects including: A newly redesigned technology platform that integrates and centralizes the features of Schwab's web site and the SchwabLink desktop application, and helps Parker Financial, LLC explore and use client data with greater flexibility; Operations consultants who will share best practices with Parker Financial, LLC to improve productivity and efficiency; and The debut of a new program offering classes to help Parker Financial, LLC become highly proficient at managing custody, account servicing and operations processing. Parker is scheduled to attend one of the first regional classes at Schwab Solution Conference scheduled for July 23 in Baltimore, MD.
Jim McCool, executive vice president and head of Institutional Services at Charles Schwab, said in a press release, "It may still be stormy out there, but we see a silver lining for independent advisors who continue to stand out from the crowd. The independent model is inherently different from the traditional Wall Street brokerage model and our advisor clients are well positioned for the future as more wealthy individuals and families focus on those differences."
McCool emphasized, "As the leader in the custodian business for these independent advisors, with a 22 year track record and a very solid financial standing, it is incumbent upon Schwab to leverage our scale and strength on behalf of advisors."
Parker Financial, LLC is an independent fee only Registered Investment Adviser in the state of Maryland providing objective comprehensive financial planning and investment management services to families and business owners. Custodian services are offered by Charles Schwab & Co., Inc. a non affiliated third party.
For more information or to schedule an interview, please call Christine Parker toll free at 866.681.PLAN (7526) or visit: http://www.pfadvisers.com.
Parker Plans for Leadership Role
La Plata, MD. Dec. 6, 2008 - Christine Parker, CFP(r) was elected President-Elect of the National Capital Area Chapter of the Financial Planning Association ("FPA") during the annual membership meeting held at Westwood Country Club in Vienna, Virginia on Thursday, Dec. 4.
In planning for her leadership role, Parker attended the FPA 2008 Chapter Leadership Conference last month in Denver, Colorado from Nov. 7-9. The keynote speaker Dr. Craig Pace spoke from The Speed of Trust, authored by Stephen M. R. Covey. Covey says, "There is one thing that is common to every individual, relationship, team, family, organization, nation, economy and civilization throughout the world - one thing which, if removed, will destroy the most powerful government, the most successful business, the most thriving economy, the most influential leadership, the greatest friendship, the strongest character, the deepest love. On the other hand, if developed and leveraged, that one thing has the potential to create unparalleled success and prosperity in every dimension of life. That one thing is trust."
Parker agrees and says her vision is to be a trusted leader in the community; advancing financial literacy and standards of professional excellence. She is honored to be elected for this important leadership role by her peers at a challenging time of financial crises when members are helping consumers with a financial planning roadmap to navigate the treacherous economic terrain.
The FPA is the member association for the financial planning community with over 27,500 members and over 100 active local chapters. The National Capital Area Chapter of the FPA with nearly 1,000 members is the preeminent organization for financial planning professionals in the Washington, DC metropolitan area including the District of Columbia, suburban Maryland and Northern Virginia. The chapter is among an elite group that has achieved the prestigious FPA Gold Chapter Recognition for eight consecutive years (2001-2008) and one of a select group to be recognized for the 2006 FPA Pinnacle Award.
La Plata, MD. Dec. 6, 2008 - Christine Parker, CFP(r) was elected President-Elect of the National Capital Area Chapter of the Financial Planning Association ("FPA") during the annual membership meeting held at Westwood Country Club in Vienna, on Thursday, Dec. 4.
In planning for her leadership role, Parker attended the FPA 2008 Chapter Leadership Conference last month in Denver, Colorado from Nov. 7-9. The keynote speaker Dr. Craig Pace spoke from The Speed of Trust, authored by Stephen M. R. Covey. Covey says, "There is one thing that is common to every individual, relationship, team, family, organization, nation, economy and civilization throughout the world - one thing which, if removed, will destroy the most powerful government, the most successful business, the most thriving economy, the most influential leadership, the greatest friendship, the strongest character, the deepest love. On the other hand, if developed and leveraged, that one thing has the potential to create unparalleled success and prosperity in every dimension of life. That one thing is trust."
Parker agrees and says her vision is to be a trusted leader in the community; advancing financial literacy and standards of professional excellence. She is honored to be elected for this important leadership role by her peers at a challenging time of financial crises when members are helping consumers with a financial planning roadmap to navigate the treacherous economic terrain.
The FPA is the member association for the financial planning community with over 27,500 members and over 100 active local chapters. The National Capital Area Chapter of the FPA with nearly 1,000 members is the preeminent organization for financial planning professionals in the Washington, DC metropolitan area including the District of Columbia, suburban Maryland and Northern Virginia. The chapter is among an elite group that has achieved the prestigious FPA Gold Chapter Recognition for eight consecutive years (2001-2008) and one of a select group to be recognized for the 2006 FPA Pinnacle Award.
Parker Talks About Financial Planning Careers at Women & Math: Infinite Options
La Plata, MD. Oct 13, 2008 - Christine Parker, CFP(r) will discuss financial planning career opportunities with students at Women and Math: Infinite Options, Oct. 18, 8:30 a.m. to 4 p.m., College of Southern Maryland, Center for Business and Industry, BI-113, La Plata Campus, 8730 Mitchell Road, La Plata. Students will explore the fields of architecture, financial services, software engineering, avionics, health science, rocket science/mechanical engineering, chemistry and ballistics, computer science, pharmacy, astrophysics, and more through workshops led by women working in these areas followed by group activities. Free to young women in high school as well as high school math teachers. The Certified Financial Planner(tm) certification was created to meet the professional development needs of those seeking to become financial planners. As the financial planning profession has grown, so too has the CFP(r) certification matured and strengthened to become the gold standard for those seeking to demonstrate their competency as financial planners. The rigorous certification standards, which are regularly updated to reflect the current needs of practitioners and their clients, have become the bedrock for a global financial planning population.
Particularly within the last decade, demand for financial planners has risen as individuals have had to assume more responsibility for their own retirement and other financial decisions. Not surprisingly, consumer demand for competent financial planners has led to significant growth in the numbers who hold the CFP(r) certification marks. There are currently more than 56,000 CFP(r) professionals in the United States and another 51,000 plus professionals outside of the U.S. Much more than an educational designation, the CFP(r) certification is a professional credential that helps to set apart those serious about a career in financial planning. Certification requirements include initial and ongoing education, examination, experience and ethics components.
For more information about Women and Math: Infinite Options, please contact the College of Southern Maryland at 301-934-7808 or 301-870-2309, Ext. 7808 for Charles County; 240-725-5499, Ext. 7808 for St. Mary's County or 443-550-6199, Ext. 7808 for Calvert County or by email at Sandrap@csmd.edu, or visit www.csmd.edu/Women&Math/.
Parker Takes Calls Live on Fox 5 News
La Plata, MD. Oct. 7, 2008 - Christine Parker, CFP(r), President of Parker Financial, LLC joins Fox 5 News and the Financial Planning Association ("FPA") to present a phone bank and web-chat during the 2 1/2 hour live broadcast from Fox 5 News studio in Washington, D.C. on Monday, Oct. 6, 2008 from 6:30 to 9:00 a.m. Parker and other Managing Your Money Experts answer consumer questions about personal finance matters.
Callers expressed a growing concern about the financial crisis and the state of the economy. The questions received by Parker centered around key topics including; the protection of life savings; the management of debt; and the fear losing their homes. "Evident by the steady flow of calls throughout the morning, this valuable event was a tremendous success. However, more outreach is needed to provide advice and help individuals and families cope during this challenging and difficult environment," according to Christine Parker, CFP(r).
This event was held during Financial Planning Week - October 6-12, 2008 to build public awareness of the financial planning process, enabling individuals to make prudent financial decisions to achieve their life goals and dreams.
Christine Parker is a CERTIFIED FINANCIAL PLANNER(tm) practitioner, President of Parker Financial, LLC and member of the FPA National Capital Chapter Board of Directors and Officers. FPA is the member association for the financial planning community. Parker Financial, LLC is an Independent Fee-Only Registered Investment Adviser in the state of Maryland providing comprehensive financial planning and investment management services. Parker demonstrates and supports a professional commitment to education and a client-centered financial planning process. For more information, please call Toll-free 866-681-PLAN (7526) or visit www.pfadvisers.com.
Parker Celebrates Financial Planning Week
La Plata, MD. Sept 24, 2008 - Parker Financial, LLC joins the Financial Planning Association ("FPA") to celebrate Financial Planning Week - October 6-12, 2008 to build public awareness of the financial planning process, enabling individuals to make prudent financial decisions to achieve their life goals and dreams.
Parker Financial, LLC will host the Charles County Chamber of Commerce Monthly Business Networking Breakfast at Sleep Inn & Suites, 6860 Crain Highway, La Plata, MD on Wed., Oct. 1, 2008 at 8:30 a.m.
Attendees will receive a complimentary CFP Board's Financial Planning Resource Kit courtesy of Parker Financial, LLC. The kit includes educational brochures such as "What You Should Know About Financial Planning," "10 Questions to ask When Choosing a Financial Planner" and "Your Rights as a Financial Planning Client." To register for the October Networking Breakfast, please contact the Charles County Chamber of Commerce at (301) 932-6500 for a registration form and applicable registration fees.
Christine Parker is a CERTIFIED FINANCIAL PLANNER™ practitioner, President of Parker Financial, LLC and member of the FPA National Capital Chapter Board of Directors and Officers. FPA is the member association for the financial planning community. Parker Financial, LLC is an Independent Fee-Only Registered Investment Adviser in the state of Maryland providing comprehensive financial planning and investment management services. Parker demonstrates and supports a professional commitment to education and a client-centered financial planning process. For more information, please call Toll-free 866-681-PLAN (7526) or visit: http://www.pfadvisers.com.
Parker Financial, LLC Goes Paperless
La Plata, Maryland - May 13, 2008 - Parker Financial, LLC utilizes technology to maximize productivity and efficiency, and minimize overhead costs by implementing a paperless office solution. "Utilizing technology is vital to a good business plan, regardless of the firm's size and industry," says Christine Parker, CFP(r), President of Parker Financial, LLC.
According to the Center for Women's Business Research the top four concerns of women business owners includes keeping up with technology, maintaining business profitability, managing and maintaining business growth, and managing cash flow. Parker sees many benefits of going paperless including instant retrieval to quickly find documents, elimination of document loss and misfiling, ability to safely and securely store and backup sensitive documents for business resumption planning, ability to share documents electronically with clients, elimination of costly storage space and environmentally friendly green business practices.
The official grand opening of Parker Financial, LLC was celebrated at a ribbon cutting ceremony on Tuesday, April 22, 2008. Parker established Parker Financial, LLC as an independent fee only registered investment advisory firm to serve as a trusted leader in the community, advancing financial literacy and standards of professional excellence. As a member of the Financial Planning Association, Parker has gained knowledge of best practice from among some of the nation's leading investment advisory firms. Additionally, Parker's role as Vice President of Operations of Washington Research Group, a division of Stanford Group Company and formerly of Charles Schwab has provided valuable business management experience.
CFP® Professionals Offer Hill Staffers Pro Bono Advice
Washington, DC - April 14, 2008 - Christine Marie Parker, CFP(r) was invited to provide hill staffers pro bono advice at the Fifth Annual Financial Planning Day on Capitol Hill on March 28. An event hosted by the Financial Planning Association of National Capital Area and CFP Board. The event attracted more than 100 congressional staffers and 15 CFP(r) professionals were on hand to answer questions ranging from savings and credit management, to insurance and retirement planning. A CFP(r) professionals must meet qualifications, as specified by the Certified Financial Planner Board of Standards, Inc. to include successful completion of the CFP Board's comprehensive certification examination, which tests the individual's knowledge on a multitude of key financial planning topics; acquire three to five years of financial planning-related experience prior to receiving the right to use the CFP marks; voluntarily ascribe to the CFP Board's Code of Ethics; and obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits and insurance.
Parker Financial, LLC Announces Grand Opening
La Plata, Maryland - February, 2008 - Christine Parker, CERTIFIED FINANCIAL PLANNER(tm) is pleased to announce the grand opening of Parker Financial, LLC, an independent fee only registered investment adviser in the state of Maryland. A Ribbon Cutting Ceremony is planned with the Charles County Chamber of Commerce at 4 PM on Tuesday, April 22.
Parker Financial, LLC helps clients plan well to live well!
Call Today, Toll-Free: 1-866-681-PLAN (7526)
Disclaimer: Investment advisory services are offered through Parker Financial, LLC, a women owned independent fee only registered investment advisory firm in the state of Maryland. Custodian services are offered through Schwab Institutional a division of Charles Schwab & Co., Inc.; a non affiliated third-party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Any investments and strategies mentioned here may not be suitable for everyone. While every attempt is made to provide accurate information, we cannot guarantee the accuracy and completeness of this content. We do not provide legal or tax advice. Before implementing any strategy, please consult your accountant, legal counsel and/or other professional adviser. (1/7/11).
