Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.
Firm Start Year
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Foreign Languages Serviced
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Insurance and Annuity Licenses
Minimum Portfolio Size for New Managed Accounts
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).Palm Planning Group and JWC/JWCA are unaffiliated entities.
Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.