Patricia Heaton Parker,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia Heaton Parker, CFP®

CDFA, CEP

Owner 336.94 Miles

Discovery Financial Wealth Managers

620 Newport Center Dr, Suite 1100
Newport Beach, CA 92660

Discovery Financial Wealth Managers

27 Golfview Drive
Dove Canyon, CA 92679
(812) 241-0002

General

Patricia Parker is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Discovery Financial Wealth Managers in Newport Beach, CA and the surrounding communities.

Financial Advisor Experience

20 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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