Joe Parent |Colibri Capital
Joe Parent is a Financial Advisor with Colibri Capital in Bellevue, Washington. Joe has been helping clients manage their financial well-being since 2003. Utilizing a holistic approach to financial planning and investment management, Joe works with clients to protect what they have worked so hard to achieve by creating customized retirement income strategies, helping them be more efficient with their taxes and distributions, and managing the financial risks they face. It is Joe's aim to help clients create a living legacy and have the freedom and opportunity to realize their financial goals.
Before becoming a licensed financial advisor, Joe worked on the banking side of the financial industry in credit and lending as a senior lender and deposit manager. This industry experience gives him a unique and well-rounded perspective, and a broader understanding of complex situations in helping clients create strong foundations on which to build and grow their wealth.
Currently Joe holds his Series 7 and 66 securities and investment advisory registrations, as well as Life, Health and Disability insurance licenses, working with clients in Washington and California. He is also a member of NAIFA, the National Association of Insurance and Financial Advisors. In addition to his professional designations and qualifications, Mr. Parent is active in the community and sits on the Business Leaders Council of Washington DECA, a charity organization dedicated to educating and developing the business leaders and entrepreneurs of tomorrow. Joe graduated from Washington State University with degrees in Philosophy and Business Administration.
On a more personal note, when not working with clients, Joe enjoys spending quality time with his family and friends. He is an award-winning homebrewer and serves as President of the Cascade Brewers Guild, a local club of homebrew enthusiasts. He is passionate about travel, and spends his free weekends heading to the coast to surf the cold waters of the Pacific Northwest.
Securities and investment advisory services offered through Colibri Capital.
Before becoming a licensed financial advisor, Joe worked on the banking side of the financial industry in credit and lending as a senior lender and deposit manager. This industry experience gives him a unique and well-rounded perspective, and a broader understanding of complex situations in helping clients create strong foundations on which to build and grow their wealth.
Currently Joe holds his Series 7 and 66 securities and investment advisory registrations, as well as Life, Health and Disability insurance licenses, working with clients in Washington and California. He is also a member of NAIFA, the National Association of Insurance and Financial Advisors. In addition to his professional designations and qualifications, Mr. Parent is active in the community and sits on the Business Leaders Council of Washington DECA, a charity organization dedicated to educating and developing the business leaders and entrepreneurs of tomorrow. Joe graduated from Washington State University with degrees in Philosophy and Business Administration.
On a more personal note, when not working with clients, Joe enjoys spending quality time with his family and friends. He is an award-winning homebrewer and serves as President of the Cascade Brewers Guild, a local club of homebrew enthusiasts. He is passionate about travel, and spends his free weekends heading to the coast to surf the cold waters of the Pacific Northwest.
Securities and investment advisory services offered through Colibri Capital.
Joe Parent
Financial Advisor
Colibri Capital
11201 SE 8th St, Suite 115
Bellevue, WA 98004
Office: (425)400-8492
Direct: (425) 522-2212
Email: joe.parent@ampf.com
Financial Advisor
Colibri Capital
11201 SE 8th St, Suite 115
Bellevue, WA 98004
Office: (425)400-8492
Direct: (425) 522-2212
Email: joe.parent@ampf.com