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founded Parlan Financial Corporation in 1988 to pursue her belief in fee-only financial planning and active investment management. She has 26 consecutive years of achievement as CEO, Chief Investment Officer, and majority stockholder at the firm. As a fee-only financial advisory firm, she simultaneously registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisory firm. During the early years, the business objective was to offer comprehensive financial planning to high net worth individuals and in doing so was hired by Fortune 50 companies to provide counsel for their key executives. It was during this period that she was instrumental in developing the proprietary investment algorithm ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Daily
  • Interests: Stocks - long, Stocks - short, Tech stocks
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Wealth Mangement Bolg We have messages about investing we desperately want to share with the world.Why?Well, it isn't that so many investment advisors, traders and investors are ignorant about the stock market. It's just that they know so many things that just aren't so.Our blogs set them straight!But as you know, at the end of ...More
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