Patti Parker, CFP®, CEP®, CDFA®

Patricia “Patti” Heaton Parker is a Certified Financial Planner (CFP), Certified Estate Planner (CEP), and Certified Divorce Financial Analyst (CDFA), working in a Fiduciary relationship with her clients. A 27-year veteran in Investment Management and Financial Planning, Ms. Parker owns her Registered Investment Advisory practice and maintains offices in Orange County, CA and greater Indianapolis, IN. She specializes in helping people— and especially women — successfully navigate through times of transition such as career change, divorce, widow or widowhood, second marriages, and caring for aging parents. These situations bring unique financial implications requiring skill, experience and expertise all of which Ms Parker is specifically known for.

Services include Financial Planning and Investment Management services.

The initial consultation, either by phone or in person, is free of charge or obligation. It is a time to see whether or not the client and Advisor are a good fit. We believe in helping the communities we serve, and therefore we do not require an account minimum. Ms. Parker strongly believes in giving back to her community and her Industry. She is an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker is an Instructor at the University of California Irvine Campus (UCI) where she teaches Retirement Planning and Employee Benefits and Investments for the CERTIFIED FINANCIAL PLANNER program. She is also the founder of Discovery Wealth Management.

She is a popular speaker on topics such as Marriage and Money, Charitable Planning, Financial Planning for Special Needs and Financial Planning for the Family Care Giver.

Memberships include:
ANA – American Nurses Association
NAWBO-OC (National Association of Women Business Owners)
AiP (Advisors in Philanthropy).
XY Planning Network