Larry W. Palmer*, CFP®
As a Partner and Supervising Principal of 20/20 Financial Advisers – Palmer Group, LLC, Larry has built his practice around truly connecting with clients to create comprehensive, personalized plans for their specific financial planning needs. He is experienced in life, disability and long-term care insurance, tax-favored college education planning, Roth and Traditional IRAs, stock and mutual fund management, as well as small business retirement planning such as 401(k) and profit-sharing plans. Larry is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and investment services to clients through his partnership with 20/20 Capital Management Inc.
Larry came from many years of corporate management experience before joining his father, Leo Palmer, in the insurance and financial planning business. For over 25 years, Larry has continued his father’s vision in assisting clients’ financial well-being with the utmost care, standards, and morals. Larry’s daughter, Deanne Palmer, joined the business to become the third generation of the Palmer Group. “Our clients have benefited from the ongoing care for their financial planning needs. We have been helping generations of families because they know the high values and standards that our family lives by.”
Larry earned a Bachelor of Science degree in Business majoring in Insurance from San Diego State University. He holds the following securities licenses: Series 7, 24, and 26 licenses and Life Agent and Variable Contracts Licenses from over 25 states including the California Department of Insurance. He also holds the prestigious designation as a Certified Financial Planner.
Larry has been a resident of San Diego since 1953. He and his wife, Kim, have been married for over 40 years and have raised three boys and two girls, providing them each with the opportunity to pursue higher education degrees. Larry is an avid golfer, enjoys gardening, travel, and is a loyal fan to the San Diego Padres and San Diego State University Aztecs. The Palmer Group is also an active sponsor of the AG First Fridays Concert Series and other community groups.