Profile

Deanne Palmer

Associate

[email protected]

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Deanne joined her father in 2017 to continue the Palmer family business of financial planning. 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. She 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 BS in Business majoring in Finance. She went on to get her Masters in Business Administration 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 over the last 15 years. Deanne is currently licensed in Life, Disability, Annuity and Long-Term Care in the State of California and is studying for her SIE, Series 66, Series 7 and CFP designation.

Deanne’s real estate career brings a unique advantage to clients of the Palmer Group, 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
Deanne volunteers at the University of San Diego with her college sorority, Kappa Kappa Gamma, and also is active within her community council and local events. She loves the beach, new experiences, and is an avid traveler.