Planning Team

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Parker G. Trasborg, CFP ®

Parker joined CJM in February 2011. He received a B.S. in Finance from Virginia Tech in May of 2009. While at Virginia Tech, Parker completed his CERTIFIED FINANCIAL PLANNER™ required coursework. Upon joining CJM, Parker studied diligently and passed the CFP examination. Parker is a member of our Asset Management team, and works with other team members on client service and review preparation.

Prior to joining CJM, Parker was a financial planner with Waddell & Reed in his home town of Red Bank, New Jersey. In New Jersey, Parker was an active member of his community, getting involved in the Lion's Club, other charitable organizations and became an Eagle Scout. Currently, Parker is a Board Member of the National Capital Area chapter of the Financial Planning Association (FPA).

Parker currently lives in Arlington, VA with his wife, Beckie, and their cat. In his free time, Parker enjoys running, cycling, watching Virginia Tech sports and music. Back in New Jersey, Parker has owned and operated a mobile DJ business with his brother since 2000. He has completed three half marathons, three century rides and hopes to do more races in the future.

Accolades


  • Top Financial Planners - Parker Trasborg (2016)

  • Top Financial Planners - Parker Trasborg (2015, 2016)

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