Raegen, Parker and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Chad Parker, Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Chad Parker

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chad Parker's website
Lesley Lemessurier, Associate Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Lesley Lemessurier

CRPC®

Associate Financial Advisor

Insurance Specialist
Visit Lesley Lemessurier's website
Erica B Adolfsson, Associate Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Erica B Adolfsson

Associate Financial Advisor

Financial Planning Specialist
Visit Erica B Adolfsson's website

Team

Rhitu Karki

Rhitu Karki

Client Service Coordinator

Qualifications

  • B.A. in English Literature & Sociology - Tribhuvan University, Kathmandu, Nepal

Roles & Responsibilities

  • Client Data
  • Scheduling
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Jonathan Martinez Cervantes

Jonathan Martinez Cervantes

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Data
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Brett Jennings

Brett Jennings

Paraplanner

Roles & Responsibilities

  • Scheduling
  • Client Data
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Kathryn Lee

Kathryn Lee

Receptionist

Roles & Responsibilities

  • Greet clients
  • Answer phone calls
  • Office support
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