Regency Wealth Management

Tim Parker Named an AEP® Designee

Tim Parker Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils

Susan Austin Carney • September 28, 2021
Cleveland, Ohio
– Tim Parker is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). His office is in Ramsey, New Jersey.

Tim adds the AEP® designation to the CFA designation he was awarded in 2001. He has been a partner of Regency Wealth Management since 2010 and spent many years in private wealth management before then. He’s been quoted in The Wall Street Journal, New York Times, and Bloomberg News. He received his Bachelor’s degree from San Diego State University in 1989 and has been in leadership, including President, of his local estate planning council, the Greater New Jersey Estate Planning Council.


The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education.


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