Oak Harvest Financial Group Celebrates Tavis Parkerson's CFP® Certification Achievement

Tavis Parkerson Achieves CERTIFIED FINANCIAL PLANNER® Designation

Oak Harvest Financial Group has recently announced a significant milestone in the career of Tavis Parkerson, a Senior Financial Planner who has successfully obtained the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) designation as of August 14, 2025. This certification is recognized across the industry as a mark of excellence, reflecting a planner’s rigorous education and ethical standards in personal financial planning.

Tavis's accomplishment is not only a personal achievement but also serves to enhance the overall capabilities of Oak Harvest Financial Group. Founded by Troy Sharpe, the firm emphasizes a holistic approach to financial planning that integrates various aspects of wealth management, including investment strategy, estate planning, tax considerations, and income planning.

In a statement, CEO Troy Sharpe expressed pride in Tavis's achievement, noting, "This is no small feat. Tavis's dedication paves the way for more comprehensive, client-focused services, ensuring our clients receive tailored guidance in line with their financial goals.”

Since joining Oak Harvest in September 2023, Tavis has proven to be a valuable asset to the firm. His background in fixed-income markets, coupled with a Master's degree in Financial Management from Texas A&M University, has equipped him to approach client needs with both expertise and empathy. He passionately believes in preparing clients for a secure financial future, particularly as they plan for retirement.

"Achieving the CFP® certification represents a major professional milestone for me," stated Tavis. “It affirms my commitment to providing clients with a high level of professionalism and clarity as they navigate their paths toward long-term financial security.”

Tavis’s CFP® designation signifies that he has met stringent education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. This accomplishment allows him to offer even more in-depth and knowledgeable financial advice to clients, reinforcing Oak Harvest's reputation for excellence in the financial advisory realm.

Moreover, Oak Harvest Financial Group is known for its proprietary Retirement Success Plan, which aims to deliver meaningful long-term value through a comprehensive strategy that encompasses not only investment solutions but also tax, income, and estate planning.

In conclusion, Tavis Parkerson's new designation underscores the caliber of professionals at Oak Harvest Financial Group and highlights their commitment to fostering enduring client relationships built on trust and superior guidance. For more details about Tavis or to learn about the services offered by Oak Harvest Financial Group, interested parties can visit www.oakharvestfg.com.