Skip to main content

Deanne Palmer, MBA, CFP®

Financial Adviser

Phone: (619) 770-1933

Fax: (619) 770-1935
Play Video

Meet Deanne Palmer

Locations:

1660 Hotel Circle North, Suite 705, San Diego, CA 92108

Deanne Palmer joined her father in 2017 to continue the Palmer family business of financial planning as a third-generation adviser. Growing up with her father and grandfather, conversations about the “miracle of compound interest”, the value of life insurance, the importance of saving and investing, and the dynamics of the financial markets were common discussions.

Deanne knew at a young age she wanted to help people with their financial goals like her father and grandfather. After studying at George Washington University and the University of Colorado, Boulder, she obtained her Bachelor of Science in business majoring in finance. She went on to get her MBA from San Diego State University with an honorary distinction of being in the top 1% of her class. She has been recognized as a top producing realtor for Berkshire Hathaway for over 15 years. Deanne is currently licensed with Series 7, 66, Life, Disability, Annuity and long-term care insurance, and has completed the SIE® (Securities Industry Essentials®) exam and attained the prestigious CERTIFIED FINANCIAL PLANNER™ designation.

Deanne’s real estate career brings a unique advantage to clients of the 20/20 Financial Advisers – Palmer Group, LLC by providing expert advice on the real estate component of their financial portfolio. Her vision is to grow the firm to a one-stop shop for all your financial needs: life/disability/long-term care insurance, wealth management, education and retirement planning, real estate, tax and estate planning. “I am proud to continue my family’s legacy in helping people with their finances. I want our clients, no matter where they live, to feel comfortable they are in good hands and we will work together to create a clear path for their financial goals – no matter how big or small.”

Personal Interests:

Outside of work, Deanne volunteers as an advisor at the University of San Diego with her college sorority, Kappa Kappa Gamma. She and her dad, Larry, also sponsor a community concert series in San Diego every summer, AG First Fridays (https://www.agfirstfridays.com/). In her personal time, Deanne can be found enjoying the beach or on one of her many adventures around the world! She cherishes spending time with her growing family, including her husband, daughter Coralie, and family dog Louis.

Deanne Palmer discusses the importance of estate planning as well as common mistakes, like not updating beneficiaries.

Deanne Palmer talks about diversification and balance in the retirement portfolio to address the many risks to retirement assets.

Monthly Newsletter

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Name(Required)

Subscribe Today!

Sign up for our monthly newsletter to stay up-to-date on financial matters.

Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Resources
Featured Videos
Educational Whitepapers
Blog, News & Information

Contact Us

Please contact us to learn more about how we can help you with financial matters, or to set up a complimentary consultation with one of our seasoned financial professionals! We look forward to speaking with you.

20/20 Financial Advisers
A PCIA Company

Loading...