Michael Parsons, AIF®, CPFA®

Michael Parsons Retirement Plan & Institutional Advisor at JFS Wealth Advisors.

As a Retirement Plan & Institutional Advisor at JFS Wealth Advisors, Michael Parsons assists in designing, implementing, and managing retirement plans. His specialties include retirement plan investment analysis, financial compliance, and relationship management, with an additional focus on optimizing plan design and providing education and guidance to plan participants.

With eight years of experience in the retirement industry, Michael is a detail-oriented and systematic thinker. His dedication to the field earned him a spot on the 2024 PLANADVISER Emerging Leaders list, an honor given to professionals poised to advance the retirement plan advisory industry.   

Michael’s career is rooted in his desire to help people navigate the often-complex world of finance and retirement planning, valuing integrity, collaboration, and a commitment to lifelong learning in each client interaction. 

 

Disclosure 

The PLANADVISER Emerging Leaders recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future. 

To be considered, potential recipients must be nominated and have worked in the retirement plan advisory industry for at least three years, but no more than 10. The award is open to individuals across all areas of the business—advising, operations, client relations, data, participant education, etc. 

Nominations for Emerging Leaders open in May. Anyone working with a person who has Emerging Leader qualities may nominate that person, and self-nomination is allowed. Each nominee must get support from their lead adviser to be considered. Nominees are asked to opt in to the awards program and complete a Q&A. Judges review the nominations and Q&As and select recipients. The recipients are announced in August. Nominees who do not make the list can apply again in subsequent years as long as they continue to meet the requirements. No compensation was provided to obtain or market this award.

Get In Touch:

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Office Locations:
Pittsburgh

Education:
Bachelor of Science (BS), Business Administration – Frostburg State University

Credentials or Certifications:
Accredited Investment Fiduciary (AIF®) – Fi360, 2021
Certified Plan Fiduciary Advisor (CPFA®) – National Association of Plan Advisors, 2022

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