David Parent, Financial Vision, LLC | Best Financial Advisor | Women’s Choice Award

David Parent

Financial Vision, LLC
111 Founders Plaza, Ste 1202
East Hartford, CT 06108
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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

Find Us


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