Mark
Palmer
CFP®, CBDA℠
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
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
