Joan L. Parker, EA, CFP®
Joan has over 35 years experience in the industry, the majority of which as a fee-only financial advisor.
Joan holds the following qualifications:
- Graduate of the University of California at Berkeley (B.A.)
- Master’s Degree in Financial Planning from Golden Gate University in San Francisco
- Certified Financial Planner
- Enrolled Agent
- Member of the National Association of Personal Financial Advisors (NAPFA) and of the Financial Planning Association (FPA)
- Joan is passionate about hiking and plans to attempt a thru-hike of the Pacific Crest Trail with her husband Larry in 2021