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Naomi P
CFP®, Series 66
Upper Marlboro, MD
Fruitful
Naomi Parham is a CFP® and holds a Series 66 license with six years of experience in the financial industry. She has worked at Fruitful since 2024 and previously held roles at Wealth with Wisdom, LLC, Fidelity Brokerage Services, and Lazard Asset Management. Earlier in her career, she also worked at JP Morgan Chase and the Federal Reserve. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management primarily to individual clients through a subscription membership model. The firm focuses on passive, low-cost investment strategies using exchange-traded funds and index funds, with personalized planning centered on linking life goals to asset allocation and risk tolerance.
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