Robert Palmer

Biography

Meet Robert Palmer JD, MBA, CFP®, ChFC®, a seasoned financial planning specialist with a unique blend of legal and financial acumen. Robert embarked on his professional journey in the legal sector, collaborating closely with judges and law firms as a consultant, specializing in estate, tax, and matrimonial law. His early career saw him contributing valuable insights to legal commentaries and treatises, particularly in the realms of tax and estate law.

Eager to make a more significant impact in the world of finance and entrepreneurship, Robert transitioned into the financial field. There, he established a thriving financial planning practice before joining Fidelity Investments, where he assumed a leadership role in a financial planning team. During his tenure at Fidelity Investments, Robert continued his pursuit of knowledge by obtaining a Financial Planning Certificate from NYU, solidifying his status as a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®. His exceptional performance and strategic planning skills earned him multiple awards at Fidelity, consistently placing his team in the top national percentiles.

Specializing in comprehensive financial planning for businesses, high-net-worth families, and individuals, Robert’s mastery is rooted in a holistic approach to wealth management. His educational background includes a Juris Doctor from The Elisabeth Haub School of Law at Pace University, an MBA from the Quantic School of Business and Technology, and a Bachelor’s Degree in Philosophy & Political Science from the University of Vermont.

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