PARKER G. TRASBORG, CFP®

SENIOR VICE PRESIDENT, FINANCIAL ADVISER, PRINCIPAL

“Giving back and helping people is something that’s near and dear to my heart.”

Who Parker Helps

Parker works with professionals, generally between 35 and 55, who are balancing careers, kids, and their own retirement timeline. Some have reached a point where they’re earning well and unsure what to do with it. Others have simply run out of time to manage it themselves and want a partner handling the details.

Parker’s Story

Parker’s introduction to caregiving came before his introduction to finance. As the oldest of three, he spent much of his childhood helping his mother care for his father, who had ALS, and manage their household day to day. He credits that season of his life as the foundation for his interest in helping people, one that carried into his years as a Boy Scout and eventually an Eagle Scout. He studied finance at Virginia Tech, graduating in 2009 right as the market hit one of its roughest stretches in decades, and spent his first eighteen months as a financial planner with Waddell & Reed in his hometown of Shrewsbury, New Jersey. In 2011, Parker joined CJM and earned his CFP® designation, starting in a client service role and working his way to partner over the years that followed.

His Approach

Parker often describes himself to prospective clients as their accountability partner, the person who makes sure a plan doesn’t just get filed away and forgotten. He compares it to having a workout partner: people who go it alone tend to fall off after the first setback, but a partner keeps them showing up. He also believes in shared accountability across the firm, not just with clients. Management duties and decision making at CJM are spread across its five partners rather than concentrated in one person, which makes for steadier, more consistent care for clients over time.

Outside of Work

Parker lives in Falls Church, VA, with his wife, Beckie, their children, Skyler, Hudson, and Hazel, and their dog, Penny. In his free time, he enjoys spending time with his family, riding the Peloton, and going out on hikes. He runs the Army 10 Miler every year and has completed three half marathons and three century (100-mile) bike rides, with more races on his list.

Credentials

Bachelor of Science in Finance, Virginia Tech, 2009

CERTIFIED FINANCIAL PLANNER® (CFP®) designation, 2011

Member, National Association of Personal Financial Advisors (NAPFA)

Current member and past President and Chairman of the Board, National Capital Area chapter of the Financial Planning Association

Recipient, FPA Norma Severns Award for Leadership, 2022

Listed among Washingtonian Magazine’s Best Financial Advisers

Named a Top Financial Professional by Northern Virginia Magazine 2022, 2023, 2024, 2025 and 2026 

Quoted by CNBC, InvestmentNews, FinancialPlanning, and Lifehacker, and featured on WUSA9’s Great Day Washington and Investor’s Business Daily. 

TrasborgP@cjmltd.com    |   (703) 425-0700  |   linkedin.com/in/parkergtrasborg/