Joseph Parent
Joseph Parent

Financial Consultant

P: (425) 698-1713

CA Insurance License #0G71910

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Joseph Parent

I grew up in a household where we did not have much money and I was taught the importance of making smart financial decisions and living within our means. These lessons influenced my desire to help educate and guide other people to make good financial choices and pursue their goals and dreams.  I believe that in today’s world it is more important than ever to be financially savvy and have the right information if you are to make your financial goals a reality. And I want to help educate people and guide them to follow those dreams. 

I work with pre-retirees and highly compensated individuals wanting to take better control of their financial lives and who understand the importance of planning for their future: people who realize they may not have the proper tools or knowledge to make the best possible financial decisions. My planning and investment management services are a great fit because I take the time to educate my clients so they can make astute decisions, and I work with them over the long term to help guide them to financial success.

Most people don’t realize the vast complexities of managing finances and creating sustainable financial plans, and even when they do, often times many are too emotional when it comes to their own money to make the best possible decisions. I help educate clients with not just the investments and the financial plans, but the reasons why I make my recommendations, and to show them how those investments and management strategies will benefit them in reaching their goals. Many of my clients have remarked how much better educated and informed they feel, and how I’ve helped them have the confidence they needed in knowing they are on track with their financial goals.  

I have been working in the financial industry for almost 20 years, first as a credit lender and deposit manager, then as a Series 7 and 66 registered Fiduciary Investment Management professional. Everyone has their own motivations and beliefs, but my clients all share the belief that I am their trusted source for guidance and information in helping them manage their financial lives.    

By creating a dynamic roadmap to reaching their financial goals, I’m able to manage their finances in a productive and responsible manner, they enjoy having the confidence that their financial lives are being carefully looked after and taken care of.   

When not at the office, you can find me spending time with family and friends, and working on my hobbies of fishing, surfing, and making award-winning homebrew beer.