Robert Palmer, JD, CFP®, AAMS®, CMFC®

Washington State Icon Greater Portland Region and Vancouver, Washington
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™, Accredited Asset Management SpecialistSM, Chartered Mutual Fund Counselor®
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About Robert

Robert Palmer brought more than 15 years of experience in financial planning and wealth management to EP Wealth Advisors when he joined the team in 2022. Robert’s interest in the financial markets began in college, where he created his own advanced course applying modern portfolio theory to the fine-art market. This initiative made him the first student ever to graduate Marist College with both a Bachelor of Arts and a Bachelor of Science simultaneously. Robert earned his CERTIFIED FINANCIAL PLANNER™ credential while working on Wall Street in 2002. He subsequently moved to the West Coast, serving clients as a passionate and intuitive financial advisor before attending Law School and graduating in 2014. Robert’s diverse financial, consulting, and leadership experiences enable him to partner with clients to handle challenges head-on with attentiveness and a fresh, but seasoned perspective. He uses the comprehensive financial planning process to help identify his clients’ specific needs, while tailoring unique solutions for high-net-worth individuals with diverse needs and goals. Robert focuses on investment management, risk and insurance strategies, tax-reduction strategies, and estate planning. He joined EP Wealth Advisors in Vancouver, Washington after falling in love with the natural beauty of the Pacific Northwest.

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Education

University of La Verne College of Law, JD
Marist College, B.S., Business Administration, Management and Operations, B.A., Fine and Studio Arts

How can Robert help?

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Robert works in our Greater Portland Region and Vancouver office in Washington, see their office information here.
Portland-Vancouver Office

Financial Tip

"Most People don't plan to fail, they fail to plan." John J. Beckley