About LaToya Parker, MBA, CFP®

 

Educational Background and Business Experience

Education:

  • M.B.A. – Georgia State University J Mack Robinson College of Business – 2014
  • Series 7 (General Securities) 2007
  • Series 63 (Blue Sky Law) 2007
  • Bachelor of Arts – Georgia State University – 2003
  • Georgia Property/Casualty, Life, Variable Annuity and Health License 1997

Post-Secondary Education

  • CFP® Certification Curriculum – The American College – 2005

Designations:

  • CFP® – Certified Financial Planner

Business Background:

  •  2017 – Present  CFP® & Investment Adviser | NAMCOA® (Naples Asset Management Co., LLC)
  • 2005 – Present: CFP® & Investment Adviser | Infinity Financial, LLC | Tax Preparation, Retirement And Financial Planning, and Business Consulting Services.
  • 1997 – Present:   CFP® & Investment Adviser |Phoenix Associates
  • 2007 – 2017:  CFP® & Investment Adviser |Wilbanks Securities, Inc

Associations:

  • 2003 – Present: Financial Planning Association of Georgia
  • 1997 -Present: Professional Insurance Agents of Georgia