Bethany L. Parker CFP®

Financial Planner

I grew up in South Dartmouth, Massachusetts and currently reside just up the road in Fairhaven, Massachusetts with my husband, our son, and our rescue dog, Maya. I attended the University of Massachusetts Dartmouth and received a Bachelor of Science degree in Finance with the goal of working for a financial services firm in a planning role.

I began my career as an Administrative Assistant at Northeast Planning Associates in Fairhaven and soon after, became a Paraplanner and finally, the Practice Manager for the firm. I began working for Barry Investment Advisors as a Paraplanner in January of 2018 and have since obtained my Certified Financial Planning (CFP™) license in March 2021. I love meeting new people and look forward to building long-lasting relationships with our clients and their families as well as assisting them to achieve their financial goals.

When not at work, my husband and I enjoy walking with our son,  hiking with our dog and doing various renovation projects on our new house. The best piece of financial advice I have ever received? Building your financial picture is much like building a home; you must start with a solid foundation. Additionally, always pay yourself first.

Post-Secondary Education

University of Massachusetts Dartmouth / B.S., Finance

Recent Business Background

Barry Investment Advisors / 2018 - Present
Northeast Planning Associates / Practice Manager, 2016 - 2018
Northeast Planning Associates / Paraplanner, 2014 - 2016
Northeast Planning Associates / Administrative Assistant, 2010 - 2014