Kathleen S. Parks, CFP^®

CRPS

Apella Wealth

10414 Jackson Oaks Way, Ste 101
Knoxville, TN 37922

(865) 978-6349

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Kathleen Parks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Apella Wealth in Knoxville, TN and the surrounding communities.

Financial Advisor Overview

Kathy grew up around her family’s concrete business in Painesville, Ohio and received her business degree from The Ohio State University. She received her CFP® designation while living in Houston, Texas before choosing to settle in Knoxville permanently in 1995.

Her lifetime involvement with her family business gives her the skills necessary to not only successfully run businesses, but also the perspective to assist other business owners in overcoming their unique challenges in meeting their financial objectives.

Her intuitive style is instrumental in seeing through to the cause of clients’ issues, rather than just dealing with the symptoms of the problem. She is passionate about learning and has participated in many of the top educational programs available in the financial planning profession. Kathy utilizes these skills and talents in helping families and individuals navigate the issues associated with life’s most common challenges, such as the loss of a parent or spouse, divorce, sale of a business and retirement.

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRPS

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Comprehensive Financial Planning, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Women's Finances