Christopher M. Parks, CPA, CFP®, PFS®
Osaic Institutions Investment Advisor Representative, SVP, INB WEALTH
- Financial Planning Strategies* – Advanced plan design (401-K, deferred compensation, both qualified and non-qualified), executive benefits, and retirement planning
- Risk Management – Key-person life insurance, wealth preservation, income and family protection
- Investment Services* – Asset accumulation, portfolio diversification, short- and long-term goal definition
Chris has a degree in accounting from Illinois College and began his career in public accounting in 1987, earning his CPA designation in 1989. He started his brokerage services career in 2005, passing the Series 7 General Securities Representative Examination as well as the Uniform Combined State Law Examination, Series 66. He is involved in the Chatham Chamber of Commerce, Ball-Chatham Education Foundation and Financial Executives International. His wife, Joan, is a teacher in Chatham.
By working with Chris, you can benefit from a local, personalized relationship and the security of a premier financial organization.
To develop, review or update your financial strategies and work toward your goals, please call for a complimentary initial consultation.
Christopher M. Parks, CFP®, through INB Wealth Strategies, does not offer tax or legal advice. INB Wealth staff will work with you to contact appropriate tax and/or legal advisors regarding your specific circumstances.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*These services are offered by Christopher Parks through his affiliation with Infinex Investments, Inc.