Meet the Team

At CLP, we're more than just a team of financial advisors – we're a family with over 70 years of collective experience. Our values of accessibility, affordability, honesty, and passion guide every client interaction. What makes us unique is our straightforward approach and genuine commitment to making a positive impact in our community.

Leonard E. Parson, Certified Financial Fiduciary®

CEO ~ Founder

757-366-5242

Lisa M. Chenet, Certified Financial Fiduciary®, Bucket Plan Certified®

Vice President of Operations

757-366-5242

Dr. Kyleah P. Lee

Vice President

Elizabeth Thompson

Client Relationship Manager

757-366-5242

info@clpfinancial.com

Jane E. Zdunek

CPA

757-366-5242

Cathy A. Smith

CPA

What is a Certified Financial Fiduciary®?

The Certified Financial Fiduciary® (CF2®) designation is the only designation that focuses solely on training financial professionals to be true holistic fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to help protect them.

The designation is reserved for financial professionals who have successfully completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF); who agree to uphold the NACFF code of conduct; and who comply with all certification requirements when providing advice to potential or existing clients.

Additionally, designees are bound by a code of conduct that holds them to the highest standards of professionalism in the financial services industry.

All fiduciaries are not the same.

CF2® is the standard of Excellence.

Learn more