4 Reasons Why You Should Hire 

David E. Parker, CPA

Certified Financial Planner ™

Helping Business Owners & Professionals Retire On Time

 
One Stop Shopping
You would enjoy the convenience of having all of your business finances handled under one roof, including personal financial planning, asset management, tax preparation & reduction strategies.

Time Is Money
As a fellow business owner since 1980, Dave understands that time is money.  He is direct and to the point, providing you with management reports that highlight the pros and cons of any financial situation, so you can make an informed decision quickly.  He is adept at budgeting & increasing retirement cash flow without your having to go out-of-pocket.
 
Expertise
As a 30-year veteran of the financial services industry, David is both a CPA and Certified Financial Planner™, 
passing rigorous tests and continuing education to ensure clients receive the most professional advice possible. 

Technology
Dave brings you the latest in technology for managing your finances.  If you wish, you can now go online to monitor the performance of your investments as well as your financial plan, making adjustments and saving time.

Investment Management

Consulting

Accounting

Retire On Time

David E. Parker

Judy Yuen-Peller

John Favro

Geoffrey Marsh

Ian Unger

Vince Barbera

Said Mope

Hanganu Petrea

Administrative Support

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Retire On Time

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