Follow Patricia Heaton-Parker, CFP®, CEP®, CDFA® to get updates.
Follow Patricia Heaton-Parker, CFP®, CEP®, CDFA®Patricia Heaton Parker is a Certified Financial Planner (CFP), Certified Estate Planner (CEP), and Certified Divorce Financial Analyst (CDFA), working in a Fiduciary relationship with her clients. A 27-year veteran in Investment Management and Financial Planning, Ms. Parker owns her Registered Investment Advisory practice and maintains offices in Orange County, CA and greater Indianapolis, IN. She specializes in helping people— and especially women — successfully navigate through times of transition such as career change, divorce, widow or widowhood, second marriages, and caring for aging parents. Each of these situations bring unique financial implications requiring skill, experience and expertise all of which Ms Parker is specifically known for.