Cell Phone
619-770-1933
Location
San Diego (CA) - North
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Deanne Palmer, MBA, CFP®
CERTIFIED FINANCIAL PLANNER
Deanne Palmer grew up in the financial business, following in the footsteps of her father and grandfather who were also financial advisers. She began taking on a more active role in the industry in 2015, while also accumulating over 20 years of experience in residential real estate. This background provides her with a unique advantage in assisting clients with their real estate needs alongside their financial planning.
Deanne is deeply passionate about helping clients, particularly focusing on empowering female and younger clients/investors to understand and achieve their personal financial goals with confidence. She relishes the opportunity and challenge of creating customized plans tailored to each individual or family's specific needs. Working from a family-run office, Deanne upholds the highest moral and ethical standards in helping multi-generations of clients build generational wealth.
As a Certified Financial Planner™, Deanne also holds an undergraduate degree in Finance from the University of Colorado, Boulder, and a Masters in Business Administration from San Diego State. She is licensed with Series 7, 66, SIE, Life, Annuity, LTC, and is also a licensed Realtor in California.
Outside of work, Deanne cherishes spending time with her family and friends, enjoys traveling internationally, cooking, and everything beach related. She is also very involved in Kappa Kappa Gamma and actively involved in a local community concert series.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
