Palmer Private Wealth Email Formats

Investment Management • Bakersfield, California, United States • 1-10 Employees

Key Contact at Palmer Private Wealth

Rod Palmer Investment Advisor

Owner

Company overview

Headquarters	300 New Stine Rd, Bakersfield, California 93309, US
Website	palmerprivatewealth.com
NAICS	5231
Keywords	Financial Advisor, , Wealth Management, Income Planning, Asset Management, Estate Planning, Investment Advisor, Insurance Evaluation, Independent Investment Analysis
Founded	2017
Employees	1-10

About Palmer Private Wealth

Experienced financial executives providing comprehensive wealth management including independent investment analysis and management, income and estate tax planning, and insurance evaluation. Specialties: Asset management and investment analysis focusing on asset accumulation and retirement income with comprehensive individual and business tax planning. Rod has been in the financial advisory business for the past 25 years along with an independent investment adviser working inside a large CPA firm.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Palmer Private Wealth has never raised funding before.

Frequently asked questions

Palmer Private Wealth is located in Bakersfield, California, US.

Palmer Private Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Palmer Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Palmer Private Wealth

Rod Palmer Investment Advisor

Owner

4.8

40,000 users