Meet Jeffrey P. Smith, CFP®, CRPC®
Jeffrey P. Smith, CFP®, CRPC®
Jeffrey is the principal and founder of Parker Wealth Management, LLC, (PWM) an independent investment advisory and financial planning firm with a customized approach that enables our clients to achieve financial security. PWM works with individuals, including those with high net worth and business owners, to provide forward-thinking financial advice and investment management to meet their goals.
Jeffrey’s individualized approach is unique in that he provides detailed analysis, a long-term perspective and a commitment to broadening his clients’ financial understanding. By guiding his clients through a comprehensive financial planning process, he works with them to identify tactics in alignment with their life and financial objectives. This includes, but is not limited to, examination of the client’s goals and current financial picture, budgeting and cash flow, retirement planning, tax planning and insurance and estate planning. Whether a client is trying to start a family, save for college or would like to leave a legacy for their loved ones, there is a financial solution and approach to match each client’s needs.
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor, Jeffrey has met rigorous instruction, assessment and experience requirements to provide comprehensive financial planning management and is committed to the highest standards of ethical conduct while working with his clients. These designations require comprehensive examinations, adherence and oversight standards and ongoing continuing education requirements.
Jeffrey graduated from Pennsylvania State University and has worked for over 20 years in various roles at Fortune 500 corporations before founding his own advisory firm.
Jeffrey and his family are long time residents of Glastonbury, CT. An avid runner, Jeffrey has completed multiple full and half marathons as well as various fun runs with his wife and three children.