Paul E. Palmer, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Paul E. Palmer, Jr. CFP®

Sr. Financial Advisor

Goodman Financial Corporation

5177 Richmond Ave, Ste 700
Houston, TX 77056-6752
FINANCIAL ADVISOR'S WEBSITE
(713) 599-1777 CONNECT WITH Paul
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General

Paul Palmer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goodman Financial Corporation in Houston, TX and the surrounding communities.

Financial Advisor Overview

Our mission is to help families create a road map for their future financial journey and we take time to understand your values, wants, needs, and goals and recommend and implement a custom wealth plan.

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Financial Advisor Experience

I have been a Certified Financial Planner for over 37 years with the last 16 as an independent RIA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources