Robert Palmer

Director of Financial Planning, JD, MBA, CFP®, ChFC®

(281) 822-8800



Robert Palmer JD, MBA, CFP®, ChFC® is a financial planning specialist with a background in law and finance. He started his career in the legal sector, working alongside judges and law firms as a consultant focusing on estate, tax, and matrimonial law. He has contributed to legal commentaries and treatises centered around tax and estate law. Looking to adopt a more entrepreneurial path, he transitioned into the financial field to drive a more profound impact on clients through financial planning. He established his financial planning practice before joining Fidelity Investments, where he led a financial planning team. While at Fidelity Investments, Robert furthered his education by earning a Financial Planning Certificate from NYU while subsequently becoming a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®. At the same time, he won several awards through Fidelity Investments for outstanding performance and exceptional planning, leading his team to the top national percentiles. His experience has led him to specialize in comprehensive financial planning for businesses, high-net-worth families, and individuals. Robert attended the University of Vermont and received a BA in Philosophy & Political Science with a minor in History. He also obtained his Juris Doctor from The Elisabeth Haub School of Law at Pace University and his MBA from the Quantic School of Business and Technology. Robert lives in Houston, Texas, after leaving his hometown of Greenwich, Connecticut, where his family has been since 1640. He enjoys experiencing new cuisines and traveling to learn more about different cultures.

Education & Designations

Juris Doctor, The Elisabeth Haub School of Law at Pace University

MBA, Quantic School of Business and Technology

Bachelor’s Degree in Philosophy & Political Science, University of Vermont





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