Founder & Chief Wealth Officer
Current
Aug 2023 - Present
AeroLeads people directory · profile
Kelly Lavieri Palmer, Cfa Email & Phone Number
Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents
at
The Wealthy Parent LLC
2 work emails found
@zuckermaninvestmentgroup.com
1 phone found area 312
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents
Location
Chicago, Illinois, United States
Who is Kelly Lavieri Palmer, Cfa? Overview
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Quick answer
Kelly Lavieri Palmer, Cfa is listed as Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents at The Wealthy Parent LLC, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at zuckermaninvestmentgroup.com, phone signal with area code 312, and a matched LinkedIn profile for Kelly Lavieri Palmer, Cfa.
Kelly Lavieri Palmer, Cfa previously worked as Founder & Chief Wealth Officer at The Wealthy Parent Llc and Founder & Principal at Adviser Checkup Llc. Kelly Lavieri Palmer, Cfa holds Mathematics, Music Minor from Loyola University Chicago.
Company email context
Email format at The Wealthy Parent LLC
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*@zuckermaninvestmentgroup.com
71% confidence
AeroLeads found 2 current-domain work email signals for Kelly Lavieri Palmer, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kelly Lavieri Palmer, Cfa
✨The Wealthy Parent is the go-to advice-only financial planning firm for new parents.🍼I help new families bring structure, purpose, and clarity to their financial lives.🙋🏼♀️I’m a mom, financial industry leader, and here to help. Hi! I’m Kelly. I’m a new mom and financial adviser who wants to help you become the wealthy parent you were always meant to be. For me, being a wealthy parent is about much more than net worth. It means having the time and freedom to spend my life in ways that bring me joy. Sometimes that means spending time with my husband and son and other times it means being alone taking a long walk along the lake. I can’t wait to meet you and learn what being a wealthy parent means to you.
Current workplace
Kelly Lavieri Palmer, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Kelly Lavieri Palmer, Cfa work experience
A career timeline built from the work history available for this profile.
Founder & Principal
Jan 2022 - May 2023
Chief Compliance Officer & Director Of Operations
Jun 2019 - Jul 2021
Director Of Operations
Apr 2016 - Jun 2019
Operations
Zuckerman Investment Group
Jul 2011 - Apr 2016
1 education record
Kelly Lavieri Palmer, Cfa education
FAQ
Frequently asked questions about Kelly Lavieri Palmer, Cfa
Quick answers generated from the profile data available on this page.
What company does Kelly Lavieri Palmer, Cfa work for?
Kelly Lavieri Palmer, Cfa works for The Wealthy Parent LLC.
What is Kelly Lavieri Palmer, Cfa's role at The Wealthy Parent LLC?
Kelly Lavieri Palmer, Cfa is listed as Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents at The Wealthy Parent LLC.
What is Kelly Lavieri Palmer, Cfa's email address?
AeroLeads has found 2 work email signals at @zuckermaninvestmentgroup.com for Kelly Lavieri Palmer, Cfa at The Wealthy Parent LLC.
What is Kelly Lavieri Palmer, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 312 for Kelly Lavieri Palmer, Cfa at The Wealthy Parent LLC.
Where is Kelly Lavieri Palmer, Cfa based?
Kelly Lavieri Palmer, Cfa is based in Chicago, Illinois, United States while working with The Wealthy Parent LLC.
What companies has Kelly Lavieri Palmer, Cfa worked for?
Kelly Lavieri Palmer, Cfa has worked for The Wealthy Parent Llc, Adviser Checkup Llc, and Zuckerman Investment Group.
How can I contact Kelly Lavieri Palmer, Cfa?
You can use AeroLeads to view verified contact signals for Kelly Lavieri Palmer, Cfa at The Wealthy Parent LLC, including work email, phone, and LinkedIn data when available.
What schools did Kelly Lavieri Palmer, Cfa attend?
Kelly Lavieri Palmer, Cfa holds Mathematics, Music Minor from Loyola University Chicago.
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