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

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.

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