David E. Parker

Work History

Presented Retirement Planning Today Seminar 2008 and 2009
Self-Employed doing Taxes and Financial Services - 8-19-02 to Present
Curtis, Bailey, Exelby and Sposito, PC - 12-13-99 to 8-16-02 Ypsilanti, MI Duties: Tax Senior
Michael T. Fant, CPA, CFP, PC - 11-96 to 11-30-99 Plymouth MI Tax Senior
Co-Owner - Parker and Parker, CPA's, PC Canton MI - 1978 to 11-96

Education

Quickbooks Intuit Certified in 2002
CERTIFIED FINANCIAL PLANNER™ in 2000
AICPA Certificate of Educational Achievement in Business Valuation in 1997
CPA in 1980
Bachelor of Accountancy at Walsh College of Accountancy (Troy, MI) in 1978
University of Michigan Alumnus

Personal

Enjoys movies, reading and tennis

References on Request

About David E. Parker

A 30-year veteran of the financial services industry, Dave Parker has “seen it all,” and is one of the few advisors who can offer his expertise to clients as both a CPA and Certified Financial Planner.™

Dave is a nuts-and-bolts kind of guy. He is to the point, providing clients with the pros and cons in management style reports so they can make decisions quickly & easily.

“I love helping clients achieve their dreams of independence, solving their problems And helping them get organized. I believe every business owner and professional needs an objective observer on their team to serve as a catalyst & for follow through. This allows them time to concentrate on operating their business/practice with maximum efficiency and spend more quality time with their family.” - Dave

When he's not helping clients move closer towards retirement, Dave enjoys tennis, cycling, reading and movies.

Family vs. Career

Family vs. Career... It's a tough choice. Being a devoted father with two boys, and owner of a thriving financial advising practice, I know the challenges you face each and every day.

Sometimes clients get so busy fighting the alligators, that they end up getting strangled by the boa constrictor.

As a Certified Financial Planner ™ and CPA, I specialize in helping independently minded professionals and business owners like you retire on time, by providing comprehensive financial and tax planning as well as active professional Investment management services.

With 25 years experience, I understand the complex financial issues concerning taxes, employee benefits and retirement plans. Every dollar I can save you goes right towards helping you retire that much earlier.

In short, my mission is to reduce your stress, provide confidence & simplicity, and help you finish the job by guiding you through the process of identifying and achieving your financial goals, making the most of all your hard work and sacrifice up to this point.

We'll take the “busy” out of your busi-ness.You'll gain back the comfort, confidence and control over your money, career and your life...

...Now that's real success!

Professional Designations

Certified Public Accountant
Certified Financial Planner™