CHAD PARMENTER CFP®, CLU, ChFC, CDFA™, RICP®, BFA™

Lead Advisor

Chad Parmenter founded Mirus Planning, LLC in November, 2009. He has been practicing in the financial services industry since 1992. Chad is married with two sons. He enjoys reading, taking advantage of various Northwest outdoor activities and attending sporting events involving his sons. His favorite activity is spending time with close friends and family.

Profile & Experience

WORK HISTORY

  • Member and Founder, Mirus Planning, LLC, 2009–Present
  • Member, Prospera Wealth Management, LLC, 2007–2009 
  • Member, APC Financial Services, LLC, 2004–2007
  • Director of Exceptional Producer Program, BISYS Potomac, 2001–2004
  • Registered Rep & Variable Life Director, Manulife Financial, 1999–2002
  • Registered Rep & Regional Sales Specialist, Provident Mutual & 1717 Capital Management,
    1995–1999
  • Registered Rep, Mass Mutual, 1994–1995
  • Registered Rep, John Hancock, 1992–1994

EDUCATION

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Certified Divorce Financial Analyst (CDFA™)
  • Retirement Income Certified Professional (RICP®)
  • Behavioral Financial Advisor (BFA™)
  • Graduate School—Speech Communication, Colorado State University  (1990–1992)
  • Bachelor of Arts—Speech Communication, Oregon State University  (1986–1990)
  • Securities licensed in AK, AZ, CA, CO, CT, HI, ID, KS, MA, MI, NJ, NV, OR, PA, UT, VA, and WA
  • Insurance licensed in WA, OR, CA, AZ, ID, PA

INDUSTRY MEMBERSHIPS

  • Financial Planning Association (FPA)
  • Institute for Divorce Financial Analysts (IDFA™)
  • Financial Services Institute (FSI)

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