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