Parker Financial Planning, LLC was established in 1999 to provide objective, fee-only financial planning advice and investment management services. Our offices are located adjacent to the scenic Mystic River Park and drawbridge in the center of town.
Who We Serve
Our typical client is enjoying retirement or is within 10 years of it, with savings of at least $250,000. They understand that their long term financial health depends on a professional, measured investing approach and a willingness to re-evaluate their position relative to their objectives.
Click here for a list of questions that we recommend asking any investment professional you may be considering entrusting with your goals.
Theodore L. Parker, President
Ted is a Certified Financial Planner™ professional with over thirty years of experience in financial services. Prior to establishing Parker Financial Planning (later to become Sound Portfolio Advisors), he was a Vice President at J.P. Morgan Chase Bank in New York City, responsible for client relationships with multinational corporations.
Mr. Parker earned a Master's degree in international business and finance from the Fletcher School at Tufts University, and graduated Phi Beta Kappa from Reed College in Portland, Oregon. He also graduated with honors from Phillips Exeter Academy, New Hampshire.
Mr. Parker is active in a number of civic and professional organizations, including the Estate and Tax Planning Council of Eastern Connecticut, and the Rotary Club of Mystic. He is married with two children and a chocolate labrador retriever. In his free time, Ted enjoys sailboat racing, hiking, and mid-century architecture.
Bryan J. Watts, CFP®
Bryan is a Certified Financial Planner™ professional with over ten years of experience in the financial services industry. Prior to joining Sound Portfolio Advisors, he worked closely with institutional asset managers in supporting the equity and fixed income research process and evaluating portfolio performance.
Mr. Watts completed an honors Economics degree from Boston College in Chestnut Hill, Massachusetts, with a focus on capital markets and statistical analysis. Prior to this, he graduated from the Williams School in New London, Connecticut.
Bryan is an active member of the Greater Mystic Chamber of Commerce. He is married with two children, and spends his free time with his family, playing competitive tennis, and honing his cooking skills.