David Parent

President

Financial Vision, LLC

111 Founders Plaza, Ste 1202
East Hartford, CT 06108

: 860-761-0360

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Specialties and Types of Clients Served
• Divorced or widowed
• Working professionals approaching retirement years
• Post retirement couples or individuals
• Individuals with complex estates

Certifications & Licenses:

B.S. degree in Business Administration / Fiduciary / Series 7, 24, 63, annual Entitlement User Accounts Certification / Firm Element and Connecticut Insurance Continuing Education, NAIC, CID

States where licensed: CT, FL, GA, MA, MD, NC, SC

“We understand that women have specific needs as they face life’s challenges. As caretakers, mothers, daughters—and often head of their households, they are becoming increasingly responsible for their family’s financial needs.” - David Parent

Our Practice

An Integrated Consultative Approach. Our approach to Wealth Management spans the full continuum of issues that affect your financial health. From investments, to retirement, estate planning and tax implications, we take the time to fully understand your needs and translate that knowledge into an action plan tailored to your goals. As your life changes and new circumstances arise, we’ll be there to guide you along the way.

Services Offered and Area of Focus

Pre- or post- retirement planning
Tax reduction strategies
Customized investment solutions
Estate planning
Cash flow analysis
Insurance reviews
College savings planning

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Disclosures

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Financial Vision Advisory Services, LLC. Financial Vision Advisory Services, LLC and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Broker: Securities America, Inc.
Term: 12/13/2022 - 12/31/2024

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.