John Palmer, CFP®, CIMA®
John is Owner and Registered Principal of Palmer Financial, a private and independent boutique investment management practice. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®.
Prior to founding Palmer Financial, John was Vice President-Investments and Senior Portfolio Manager at Wells Fargo Advisors Clearing Services, LLC. He currently serves as an arbitrator with the Financial Industry Regulatory Authority. He is a graduate of the Kinder Institute of Life Planning and has completed graduate studies at the Wharton School, Oxford University and Hong Kong University of Science and Technology.
John also holds joint MBA degrees from NYU-Stern, The London School of Economics and HEC-Paris. As a member of the Global Investment Committee at the New York Society of Security Analysts he has traveled in delegations with the New York Stock Exchange to Beijing and Shanghai.
"After twenty-five years with Wells Fargo Advisors Clearing Services, LLC, I founded Palmer Financial so that we could continue to provide a high level of personal service, and to also offer independent advice. Combining goal-based guidance with sophisticated statistical modeling provides clients a proprietary quantitative-based approach to investing and risk management.
At the same time, we recognize the importance of a strong and unbiased compliance oversight and that certain responsibilities be delegated to a trusted third party. For all of these reasons, we continue our affiliation with Wells Fargo Advisors Financial Network.
This is the foundation of risk management and best practices. Our clients deserve no less than the best. Our ongoing affiliation allows Palmer Financial to offer independent advice plus all of the other resources and services of a major brokerage firm."
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC.