Empowering Financial Solutions, Inc.
Empowering Financial Solutions, Inc. (CRD# 144935) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $35,186,974 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts64ACCOUNTS
Average Account Value$549,796
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joan Parker (CRD# 1418876) is an Investment Advisor Representative working at Empowering Financial Solutions, Inc. in San Luis Obispo, CA and has over 32 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.