Parker Setran

Parker Setran, CFP®, CKA®, CPA

Associate Advisor
Orange County, CA

Parker Setran is an associate advisor for the Private Wealth division of Blue Trust and is based in the Orange County, California office.

As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Parker provides technical expertise in investment management and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. He leads client meeting preparation and implements action items across key planning areas, including cash flow, tax strategy, investment analysis, charitable giving, and estate planning. Committed to excellence, Parker fosters strong client relationships and actively contributes to the team’s growth.

Before joining Blue Trust, Parker worked for HCVT: Accounting Firm where he managed a team of staff accountants and conducted detailed tax analysis for large private equity firms. He is also a licensed Certified Public Accountant (CPA).

Parker graduated from Biola University with a BS in accounting, and minors in both financial planning and biblical and theological studies. At Biola, he played soccer all four years, serving as co-captain in his senior season.

Parker resides in Fullerton, California, with his wife, Nicole, and their two daughters. Their family enjoys going on long walks, days at the beach, and being actively involved in their church community.

Testimonials

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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

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