Who We Are
Everyone needs a Financial Coach in their corner.
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.
Our focus is to help families discover their pathway to financial freedom. Our team of tax professionals and fiduciary advisors will work with you to develop a holistic financial game plan so that your dreams become a reality.
Our History: A Timeline
Leonard E. Parson begins his career in financial services.
Leonard Parson Agency, Inc., is established.
Leonard Parson Agency, Inc., evolves into Comprehensive Life Partners.
Comprehensive Life Partners formally changes its name to CLP Financial Group Inc.
CLP expands their services by adding a tax planning and tax preparation division to the firm. CLP is added the DBA CLP Tax Advisory Group.
CPA Jane Zdunek joins CLP Financial Group.
CLP holds its first annual Holiday Giving Gala. The first holiday giving gala established a charitable partnership with the Southeastern Food Bank of Virginia and the Eastern Shore and the US Marines Toys for Tots.
CLP adds the Southside Boys and Girls Club to their list of charitable organizations to support. The Southside Boys and Girls Club serves children, teenagers and young adults in the Berkely section of Norfolk, in Hampton Roads, Virginia.
Advisors Joshua Anderson and Dr. Kyleah Parson joins CLP Financial Group.
CLP Financial Group further expands their services by adding wealth management.
Formally establishes a scholarship specifically for students in the Hampton Roads Area who plan to pursue higher education at Norfolk State University.
Vice President of Operations Lisa Chenet joins CLP Financial Group.
CPA Cathy Smith joins CLP Financial Group.
CLP is recognized as one of the largest and most consistent independent donors to the Southside Boys and Girls Club.
CLP continues their charity giving mission by revisiting the Southeastern Virginia Foodbank as one of their charitable organizations.
CLP Financial Group President Leonard Parson, Senior Vice President Joshua Anderson and Vice President of Operations Lisa Chenet earned the industry designation of Certified Financial Fiduciaries.
Vice President of Accounting Services James Young joins CLP Financial Group.