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Larry W. Palmer, CFP®

Partner

Phone: (619) 770-1933

Fax: (619) 770-1935
Locations:

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

As Partner and Supervising Principal of 20/20 Financial Advisers – Palmer Group, LLC, Larry Palmer 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 Prime Capital Investment Advisors.

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, high 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.”

Qualifications

Larry earned a Bachelor of Science degree in business majoring in insurance from San Diego State University. He holds the following securities registrations: Series 7, 24, and 26. He is licensed in life and variable insurance in over 25 states, including the California Department of Insurance. He also holds the prestigious designation CFP®, CERTIFIED FINANCIAL PLANNER™.

Personal Interests

A resident of San Diego since 1953, Larry 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.

Disclosures:

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisors and Private Client Services are separate entities and are not affiliated. ©2024 20/20 Financial Advisors, LLC – All Rights Reserved.

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