I completed a 200-hour yoga teacher training course. Although I don’t currently teach, I still enjoy attending yoga classes periodically.”
Eric Palmer
Relationship Manager, CFP®, CPWA®
Experience
As a dedicated member of our wealth management team, I provide comprehensive financial advisory services to high-net-worth individuals and families. My expertise encompasses investment portfolio management, retirement planning, wealth transfer strategies, charitable planning, and more. I work closely with tax professionals and estate attorneys to assist with tax and estate planning, ensuring a holistic approach to my clients’ financial well-being.
With more than a decade of experience, my passion for wealth management has only grown stronger. I’m driven to helping clients make the most out of their assets in order to enhance their lives. I’m motivated to find where clients can find more opportunities for enjoyable experiences and freedom today without losing sight of the long-term. Clients appreciate my respectful and genuine interest in them, their families, and their cherished goals.
I earned my B.A. in finance from Michigan State University. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor® professional. I started my career in Michigan before relocating to Colorado in 2019.
Outside of work, I enjoy basketball, yoga, hiking, boxing workouts, pickleball, sporting events, and trying new activities with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
