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Parker
Financial Planning, LLC was established in 1999 to help meet the growing
need for objective and independent financial planning and investment
advice. It is registered with the State of Connecticut as an Investment
Advisor.
Theodore L. Parker, President of Parker Financial Planning, is a
Certified Financial Planner (CFP) with over twenty years of experience
in financial services. Prior to establishing Parker Financial Planning,
he was affiliated with American Express Financial Advisors, Inc. and
provided planning, investment, and insurance services to individuals in
Southeastern Connecticut. From 1985 to 1996 he served in a number of
positions with J.P. Morgan Chase Bank in New York City, including Vice
President responsible for client relationships with multinational
corporations.
Mr. Parker's educational background includes a Master's degree in
international business and finance from the Fletcher School at Tufts
University. He earned a Bachelor's degree from Reed College in Portland,
Oregon, where he majored in political science and graduated Phi Beta
Kappa. He also graduated with honors from Phillips Exeter Academy, a
college prepatory school in New Hampshire.
Mr. Parker is active in a number of civic and professional
organizations, including the Estate
and Tax Planning Council of Eastern Connecticut, and the Rotary Club of
Mystic. He is married with two children.
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