CLP FINANCIAL GROUP - Key Persons
As a Certified Financial Fiduciary, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
Job Titles:
- Vice President of Accounting Services
- Vice President of the Accounting and Tax Division
James is CLP Financial Group's Vice President of the Accounting and Tax Division. James has worked in the field of finance and accounting for over 20 years. James is a Certified Public Accountant with experience in both large and small public accounting firms in New York City and locally, as well as 17 years working for a major asset management company. James's experience includes managing a small CPA firm he started, performing audits and reviews of financial statements, as well as helping individuals and small businesses with their accounting and tax needs. As a former Assistant Manager at several McDonald's locations, James also has experience in small business management.
As a registered Investment Adviser Representative and a licensed insurance agent, he is also able to assist you with your financial planning needs. James has been a licensed Certified Public Accountant since 2002 and holds the Chartered Financial Analyst ® designation and is recognized as a Certified Management Accountant.
James is a veteran, having served in the United States Navy, both on active duty and in the reserves, for eight years. He graduated from Norfolk State University with a Bachelor of Science degree in Accounting. He also has a Master of Business Administration, with a concentration in International Business, from Old Dominion University and is currently working on a Master of Science in Accounting degree from Old Dominion University.
Out of a desire to give back to the community, James is involved in the governance of various community organizations. James is the Treasurer and a member of the board of directors of the Virginia Housing and Community Development Corporation. He serves as a member of the Supervisory Committee of ABNB Federal Credit Union. An active member of the National Association of Black Accountants, James spends part of his time mentoring college students and younger accountants. As an Adjunct Associate Professor of Business at Tidewater Community College, part of his time is spent teaching in the classroom.
A family man, James is a married father of twins, both currently in college. He spends what free time he has with his family and pursuing his passion as a life-term learner, constantly reading and adding to his collection of over 1,400 books.
Financial Planning and Investment Advisory services are offered through C2P Capital Advisory Groups LLC D/B/A Prosperity Capital Advisors (PCA) and SEC registered investment advisors with its principal place of business in the State of Ohio. James Young is registered as an Investment Advisor Representative of PCA in the State of Virginia.
Job Titles:
- Certified Public Accountant
Jane is a Certified Public Accountant with over 40 years of experience in taxation. Her work in taxation includes 15 years as a Revenue Agent with the Internal Revenue Service, followed by four years designing and testing tax preparation software for use by tax professionals.
In 1992 she opened her own firm in Leesburg, VA, specializing in tax preparation and representation. She later left this practice to become the comptroller for a nationwide building contractor headquartered in suburban Maryland. She moved to Virginia Beach, Virginia in 2010 where she became associated with CLP Financial Group.
Jane is a graduate of The Pennsylvania State University, with a Bachelor of Science degree in accounting. She is a member of the American Society of Tax Problem Solvers.
Job Titles:
- Founder & President of CLP Financial Group Inc.
Leonard Parson is the Founder & President of CLP Financial Group Inc. He is the premier retirement specialist in Hampton Roads. With over three decades of experience in retirement planning, he has assisted thousands of clients in securing their financial future. CLP Financial helps consumers enjoy the retirement of their dreams. We are a full service financial planning agency with services that include; retirement planning, income tax preparation, professional 401k management & Investment services, life insurance planning, small business education, and many others. CLP has an A+ rating from the Better Business Bureau and is a long standing member of the National Ethics Bureau. This Norfolk native is a 1967 graduate of Booker T. Washington High School. He furthered his academic studies and received his Bachelor of Science degree in Business Administration in 1972 from Norfolk State University.
Mr. Parson is known to the community as a business man with a heart for the people. For the last ten years, as the President of CLP Financial Group Inc., he has used his holiday celebrations for his clients to raise tens of thousands of dollars for various charities, notably, the Southeastern VA Food Bank, the US Marines Toys for Tots and the Southside Boys and Girls Club in Norfolk, VA. Mr. Parson was THE FIRST in his family to graduate from college. Therefore, in the spirit of fostering a pathway to success through education, for the last five years, CLP has given over $30,000 in scholarships to high school seniors in the Hampton Roads area to assist with furthering their college education. As an alumnus of Norfolk State University, in conjunction with the 900 Men W.H. Gray Scholarship committee, the scholarship awarded by CLP Financial Group is earmarked specifically for students attending NSU.
He has been married for 41 years to his wonderful wife Sandra and is the proud father of two children, Kyleah and Kyle.
Professionally, Mr. Parson has been an A+ Advisor for the 2nd largest asset manager in the world and is recognized as a noted Advisor for one of the largest Field Marketing Organizations in the industry, and is nationally and internationally recognized as a trailblazer in the area of retirement planning. In November 2016, he was recognized as an Impacting Lives honoree for the New Journal & Guide newspaper and he was honored as a Distinguished Alumni for the Norfolk Education Foundation. Mr. Parson has also earned the professional designation as a Certified Financial Fiduciary.