Mark Palmer
CFP®, CBDAâ„
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 PLANNERâ„¢
Certified in Blockchain and Digital Assetsâ„
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
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Certain services provided on an educational and guidance basis only.
