Chris Palermo
Managing Director-Beacon Pointe Advisors
- Role
- Managing Director at Beacon Pointe
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Chris Palermo
How is your IRA invested? Are your investments as tax efficient as possible? Have you…
Experience
Managing Director
Nov 2014 — Present · Scottsdale, AZ, US
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Education
Northern Arizona University
BS, Finance
1998 — 2001
Skills
- Investment Advisory
- Wealth Management
- Portfolio Management
- Investments
- Financial Advisory
- Investment Management
- Financial Planning
- Investment Strategies
- Derivatives
- Options
- Wealth Management Services
- Finance
- Mutual Funds
- Asset Management
- Retirement Planning
- Strategic Financial Planning
- Equities
- Alternative Investments
- Asset Managment
- Loans
- Series 63
- Asset Allocation
- Wealth
- Securities
- Financial Services
- Estate Planning
- Certified Financial Planner
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