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Linda Parks, CPA, CFP®

Mailing Address:
411 N. Tioga St.
Ithaca, NY 14850

Phone:
607-244-4194

Email:
linda@lparkscpa.com
Follow Linda Parks on LinkedIn

About Linda Parks, CPA, Certified Financial Planner

linda parks I serve a diverse client base throughout the United States and provide fee-only financial life planning and investment management services. I have a fiduciary responsibility to act in my clients’ best interest, and I do not accept any fees or compensation based on product sales.

My financial career began as a tax CPA for individuals and small businesses in 1992. Client requests for additional services led to my Certified Financial Planner ® certificate and completing the Series 65 exam qualifying me as an Investment Advisor Representative (IAR). I have a B.S. in Agricultural Economics from Cornell University. I serve as a financial neutral for Collaborative solutions to business and personal negotiations.

Additional training:
 
Advanced Kinder Institute of Life Planning training:  2013
Mediation training: Center for Understanding in Conflict:  2015
Collaborative Practice Basic Training: 2015

Why I chose to be a Financial Planner & Investment Manager: I believe in the value of a balanced lifestyle. How we handle and relate to our money is a key factor in achieving this balance. When our financial lives are in order, it supports our life goals. Financial life planning is about connecting your money to your life.

Collaborative Practice is a way for people to reconcile situations with the support of collaboratively trained professionals. Business partner disagreements, family matters such as estate settlement and divorce can be resolved using a non-adversarial approach (stay out of court) relying on experienced Collaborative Lawyers and Financial Professionals. As the Financial Neutral in a collaborative process, my role is to advise on financial aspects including cash flow, debt, retirement and investment to support the collaborative process.

Other interests: I am a sailor, Frisbee player, and dancer. Yoga and Buddhist studies provide balance and perspective in my life, guiding me in both professional and personal realms.

Memberships:

  • Estate Planning Council of Tompkins County
  • Ithaca Area Collaborative Law Professionals
  • International Academy of Collaborative Professionals
 
Linda Parks, CPA, CFP®

Mailing Address:
411 N. Tioga St.
Ithaca, NY 14850

Phone:
607-244-4194

Email:
linda@lparkscpa.com
Follow Linda Parks on LinkedIn