Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
Areas of Expertise:
Parker is our Project Coordinator and helps our clients reach optimal outcomes in acquisition deal support, succession planning, and other business consulting engagements. Parker brings close to a decade of financial services, corporate finance, and business consulting experience to SRG and most recently worked as a financial advisor at a San Diego wealth management firm.
Before making a foray into financial advising, Parker sharpened his business and finance skills by moving through the ranks of LPL Financial starting as a financial analyst and working his way up to become an Assistant Vice President of LPL’s CFO Solutions offering. Parker was an inaugural Virtual CFO for this program and contributed immensely to the development, implementation, and refinement of the offering. As a Virtual CFO, Parker was a dedicated resource to financial advisor businesses across the country for business valuation enhancement, strategic growth, enterprise efficiency & profitability, and capital access support.
Parker’s educational merits consist of a bachelor’s degree in Economics from San Diego State University, a Professional Accounting Certification from UCSD Extension, and Series 7/66 securities licensing (inactive). Parker prides himself on bringing the requisite levels of expertise, enthusiasm, and commitment to the table in order to see successful engagements through to completion.
Fun Facts: At 6’5” tall, Parker is in the 99.4 percentile of height for American men. Parker loves to stay active and outdoors with some of his favorite activities being traveling, hiking, camping, yoga, Peloton, running, surfing, and snowboarding. Other hobbies include cooking (homemade pasta and homemade sushi are favorites), spending time with family (especially Thanksgiving & Christmas!), and teaming up with his fiancé Shannon to find creative ways of keeping their dogs from taking over complete control of the Finot household.