Patricia Heaton Parker has been an active member of the Financial Planning Industry for over 25 years. Her firm, Discovery Wealth Management, is an Independent firm specializing in the needs of clients going through transition. Discovery Wealth Management is a DBA of Accurate Wealth Management, LLC. 

Whether it's retirement, marriage, divorce or being widowed, change is difficult. Finding someone to trust, someone who will help you make smart financial decisions, is challenging. Patricia has helped hundreds of clients over the years find peace in these turbulent times. Services include Financial Plans (initial and ongoing) and Investment Management services. The initial consultation, whether by phone or in person, is free and obligation-free. It is time to see whether the client and advisor are a good fit. Any investment management services are available on an annual basis as a percentage of Assets Under Management (AUM). This fee is based on account size and will be quoted upon retainer. She believes in helping the communities we serve.

As a former Registered Nurse, Patricia has been highly beneficial to her clients as they deal with end of life issues of their own, or with their parents. In addition, several clients have been referred to her after recently losing loved ones because of her sensitivity, insight, and experience.

She is an active member of the OC Financial Planning Association, where she has served on the Board of Directors. She is also an active member of NAWBO-OC (National Association of Women Business Owners) and AiP (Advisors in Philanthropy). Ms. Parker taught Retirement Planning and Employee Benefits in the CFP program at the University of California, Irvine.