『Advising with Heart: Patti Parker on Guiding Families, Defining Mission, and Amplifying Charities』のカバーアート

Advising with Heart: Patti Parker on Guiding Families, Defining Mission, and Amplifying Charities

Advising with Heart: Patti Parker on Guiding Families, Defining Mission, and Amplifying Charities

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 In this episode of Money to Give, Rick Peck sits down with Patti Parker— financial planner, teacher, and now podcast host—whose personal and professional journey offers wisdom for anyone navigating life’s transitions. With more than 20 years in the financial planning industry, Patti leads Discovery Wealth Management, an independent, fee-only firm dedicated to helping clients find peace during times of significant change. A former registered nurse, Patti brings unique empathy and insight to her clients, especially those dealing with grief or end-of-life planning. She also teaches in the CFP program at UC Irvine and actively serves with professional associations such as NAWBO-OC and Advisors in Philanthropy. What makes Patti’s story remarkable is not just her professional expertise, but her heart. Patti’s mission to connect people with organizations they may not know exist inspired her to create a podcast—introducing underrepresented charities, nonprofits, and other resources that can make a critical difference in times of need. Together, Rick and Patti explore: How personal stories can shape and strengthen philanthropic purpose The importance of creating a family mission statement to guide giving The role of financial advisors in helping clients discover not only what they want to do with their money, but why Practical ways to amplify the impact of nonprofits, especially those doing vital but lesser-known work Whether you’re a donor, an advisor, or someone looking to align your values with your giving, Patti’s story will leave you inspired to connect generosity with healing.
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