Empowering Financial Solutions, Inc.

Empowering Financial Solutions, Inc. (CRD# 144935) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $35,288,393 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $542,898
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Empowering Financial Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joan L. Parker
CRD#: 1418876
San Luis Obispo, CA
96
Wealthminder
score

Joan Parker (CRD# 1418876) is an Investment Advisor Representative working at Empowering Financial Solutions, Inc. in San Luis Obispo, CA and has over 31 years of experience in the finance industry. Joan Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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