Since 2007, Parker Financial LLC has been working with friends and neighbors throughout western Washington to help meet their financial goals through the use of insurance and investment products.
Jason, RICP® is the best-selling author of Sound Retirement Planning, and the host of the podcast Sound Retirement Radio. He has been seen as a frequent guest on ABC, FOX, & MSNBC. He is the inventor of the retirementbudgetcalculator.com. He has earned the advanced retirement designation of a Retirement Income Certified Professional (RICP®). Jason is the President of Parker Financial LLC, which is an independent, fee-based, registered investment advisory firm, and operates as a fiduciary.
Heather is a seasoned administrator with 20 plus years in office management and systems administration. She holds a current Washington State insurance license and is also a registered investment adviser representative. Her experience makes her an excellent fit to take the administration, operations and case design at Parker Financial to the next level. Heather loves reading and intentionally taking time to be with her family.
Emilia truly enjoys interacting with people and putting a smile on their face. She looks forward to sharing jokes with our listeners as a frequent guest on Sound Retirement Radio. She has over 6 years of administrative experience, and she holds a current Washington State insurance license. She is poised, positive and has a great creative eye. Her integrity and flexibility are an asset to our company and clients. Emilia and her husband enjoy exploring local hiking trails and staying active. She enjoys reading, dancing and spending time with her family whenever possible.
Heather has a heart for helping others. From previously working in the medical field, then to serving children, to now helping our clients at Parker Financial. She strives to give her all every day. She love to adventure with her family going camping, hiking, biking, kayaking and taking their UTV to the sand dunes.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office
located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment advisor with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.