Kelly J. Palmer,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly J. Palmer, CFP®

ChFC, CLU

Strategic Advisor

Mercer Advisors

1801 East Cabrillo Blvd
Santa Barbara, CA 93108
(800) 444-0403
(805) 565-2507

General

Kelly Palmer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Advisors in Santa Barbara, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth

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