Mark

Palmer

CFP®, CBDA℠

picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 1998. Putting my experience to work every day is what I love best. Having the opportunity to work with my clients on their journey to financial security is challenging in a good way, and it’s always rewarding to help them reach their goals. In my spare time, you can usually find me sailing or cooking up something delicious.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified in Blockchain and Digital Assets℠

Education

Bachelor of Arts, Philosophy, Politics and Economics - Claremont McKenna College

Juris Doctor - Georgetown University

Master of Science, Foreign Service - Georgetown University

Visit one of our Locations

San Francisco I - Walnut Creek

2175 North California Boulevard

Suite 800

Walnut Creek, CA 94596

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