Amy E. Barker,  CFP<sup>&reg;</sup> - Financial Advisor

Amy E. Barker, CFP®

CFA

Principal

Parallel Advisors

10050 Innovation Drive, Suite 350
Dayton, OH 45342
FINANCIAL ADVISOR'S WEBSITE
(937) 641-8288

General

Amy Barker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parallel Advisors in Dayton, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Women's Finances

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