Parker Finot

Parker is a Senior Project Coordinator and helps the clients reach optimal outcomes in acquisition deal support, succession planning, and other business consulting engagements. Parker brings close to a decade of financial services, corporate finance, and business consulting experience to SRG and most recently worked as a financial advisor at a San Diego wealth management firm.

Before making a foray into financial advising, Parker sharpened his business and finance skills by moving through the ranks of LPL Financial starting as a financial analyst and working his way up to become an Assistant Vice President of LPL’s CFO Solutions offering. Parker was an inaugural Virtual CFO for this program and contributed immensely to the development, implementation, and refinement of the offering. As a Virtual CFO, Parker was a dedicated resource to financial advisor businesses across the country for business valuation enhancement, strategic growth, enterprise efficiency & profitability, and capital access support.

Parker’s educational merits consist of a bachelor’s degree in Economics from San Diego State University, a Professional Accounting Certification from UCSD Extension, and Series 7/66 securities licensing (inactive). Parker prides himself on bringing the requisite levels of expertise, enthusiasm, and commitment to the table in order to see successful engagements through to completion.