Parker Cormack
Helping families and businesses build financial contentment
- Role
- Wealth Management Advisor at Cēdrus
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Parker Cormack
I work with CEDRUS to guide individuals, families, and businesses as they navigate the world of financial planning. Areas of practice include estate planning, tax planning, real estate, investment management, risk mitigation, education planning, and more. By building meaningful and genuine relationships, and employing innovative wealth strategies, I aim to help clients foster purpose and strengthen their families and businesses. The firm is comprised of fiduciaries dedicated to identifying and implementing truly optimized solutions for our clients.My journey into the financial world was preceded by an engineering role in the midstream and renewable energy sectors. I have my EIT certification and passed my PE exam. I graduated from Trinity University in 2018 with a BS in Engineering Science, specializing in Mechanical Engineering, with minors in Physics and Mathematics as a four-year student-athlete (baseball).References are available upon request.
Experience
Wealth Management Advisor
Jan 2021 — Present · Littleton, CO, US
Impacting businesses, individuals, and families as they navigate wealth management and financial planning by building great relationships and defining holistic purpose behind wealth.
Education
Trinity University
Bachelor’s Degree, Engineering Science (Mechanical)
2014 — 2018
Skills
- Critical Thinking
- Problem Solving
- Organization Skills
- Mechanics
- Team Leadership
- Matlab
- Microsoft Excel
- Mechanical Engineering
- Ptc Creo
- Mechanical Product Design
- Data Analysis
- Teamwork
- Microsoft Office
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