Aaron H. Parrish, CFP®


Aaron H. Parrish, CERTIFIED FINANCIAL PLANNER professional since 2012, is a Vice President and Senior Financial Advisor at Triad Financial Advisors. He has been providing financial planning and investment advice since 2009. Prior to joining TFA, Aaron was a Financial Planning Analyst with BB&T in Raleigh and subsequently joined Independent Wealth Management. In 2012, Independent Wealth Management merged with Triad Financial Advisors providing TFA with future growth opportunities and continuous stability for its clients.

Aaron is passionate about helping individuals and families better manage their financial lives by improving the choices they make. Whether it is crafting a personalized financial plan or teaching Retirement 101 at a local university or corporation, he wants to empower individuals to do the best they can with the resources they have.

Aaron resides in Greensboro, NC with his wife, Martha and their son, Bradford and daughter Dottie.

Education

  • Appalachian State University
    • B.S. – Finance and Banking (Cum Laude)
  • CERTIFIED FINANCIAL PLANNER practitioner

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018

Press

CNBC - Think Markets are Moody?

WSJ - Americans Save Less as the Good Times Roll

TIME - Money, Marriage and a Big Age Gap: 6 Ways to Make Sure Your Retirement Is Safe

AARP - Retirement Planning and the Younger Spouse