
David Parker, RICP. BFA
PO1

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About me
Financial Guidance and Retirement Planning
Education

UMass Boston
1979 - 1982BS Economics and Finance
The American College of Financial Services
2021 - 2022RICP HS353, HS354, HS355 Retirement Income Certified Professional
Bryant University
2017 - 2017CFP Certification Certified Financial PlannerCertified Financial Planner Degree

Babson F.W. Olin Graduate School of Business
1972 - 1982BSBA Finance / Economics
St. John's Prep
1969 - 1972
Experience

U.S. Coast Guard
Apr 1975 - Aug 1979PO1Worked in supply, pay, transportation, commercial procurement and logistics. Great life experience and an honor to serve

E M Parker
Jan 1983 - Jan 1995VPVP Sales

North Atlantic Networking LLC
Jan 1997 - Dec 2001PresidentResponsible for entire business drive by compiling a team to drive excellent customer acceptance

SmartPACS LLC
Jan 2002 - Aug 2005Division PresidentResponsible for strategic direction of division including revenue growth, implementation and operations in conjunction with excellent engineering team, and bottom line P & L

GE Healthcare
Apr 2006 - Dec 2012Lead a team of accomplished professionals deploying GE IT Products throughout the West Zone of GE. IITS Division of GE Healthcare representing PACS, RIS and Imaging Supported IT ProductsResponsible for successful sales and implementation of PACS/RIS supporting major installed base accounts in MN, SD, and ND
VP - HCIT Imaging West Zone Sales Manager
Dec 2010 - Dec 2012HCIT - Imaging Solutions Executive
Apr 2006 - Dec 2012

Clinisys
Mar 2013 - Dec 2016Regional Vice President Sales
Pine Point Advisors LLC dba/Pinepoint Financial
Jan 2017 - Oct 2019Owner / Managing PartnerAffordable Financial Plans for Individuals, Families, and Small Businesses

Thrivent
Nov 2019 - nowFinancial AdvisorCA Life/Health Insurance License ID 4012222Insurance and Securities Licensed in CA, OR, AZ, MA, NH, ME, SD, MN
Licenses & Certifications
- View certificate

Retirement Income Certified Professional®
The American College of Financial ServicesJul 2022 - View certificate

Retirement Income Certified Professional®
The American College of Financial ServicesJul 2022 - View certificate

Retirement Income Certified Professional®
The American College of Financial ServicesJul 2022
Volunteer Experience
Member
Issued by MISSION VIEJO ROTARY on Feb 2020
Associated with David Parker, RICP. BFAPresident
Issued by Local Hillcroft Road HOA on Jun 2017
Associated with David Parker, RICP. BFABoard Member
Issued by American Cancer Society on Mar 1990
Associated with David Parker, RICP. BFATreasure
Issued by Paugus Bay Watershed on Mar 2018
Associated with David Parker, RICP. BFA
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