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Who We Are

Joan L. Parker, CFP®, EA, ChFC, is the founder, CEO and Chief Compliance Officer of the firm. Ms. Parker was born in 1959. She is a graduate of the University of California at Berkeley (B.A., 1981) and has a Master’s Degree in Financial Planning from Golden Gate University in San Francisco (1985). 

She is a CERTIFIED FINANCIAL PLANNERTM licensee, is enrolled to represent taxpayers before the Internal Revenue service and is licensed as a life insurance & variable contract producer with the State of CA (she has no insurance company affiliation), and meets the continuing education requirements for each.  Ms. Parker is a member of the National Association of Personal Financial Advisors (NAPFA) and of the Financial Planning Association (FPA). She is currently scholarship chair of the Central Coast Cal Alumni Chapter, the treasurer for the non-profit HumanKind Fair Trade SLO and serves on the Board of The Community Foundation San Luis Obispo County.

From September 1995 – June 2007, she was an Associate Advisor at and most recently served as the Director of Financial Planning Services for R. E. Wacker Associates, Inc., from 1990 – 1995, she was an Associate Financial Planner with J. P. King & Associates in Walnut Creek, CA, and from 1986 – 1990 was a Financial Planning Specialist for The New England.    

She has lived in San Luis Obispo since 1993 with her husband, Larry.  She is an avid hiker and enjoys traveling.

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The CFP® mark indicates the individual has met CFP® education, examination, and experience requirements and has agreed to adhere to the organization’s code of ethics. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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