Kelly Lavieri Palmer, Cfa

Kelly Lavieri Palmer, Cfa Email and Phone Number

Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents @ The Wealthy Parent LLC
Kelly Lavieri Palmer, Cfa's Location
Chicago, Illinois, United States, United States
Kelly Lavieri Palmer, Cfa's Contact Details

Kelly Lavieri Palmer, Cfa work email

Kelly Lavieri Palmer, Cfa personal email

n/a

Kelly Lavieri Palmer, Cfa phone numbers

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.

Kelly Lavieri Palmer, Cfa's Current Company Details
The Wealthy Parent LLC

The Wealthy Parent Llc

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Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents
Kelly Lavieri Palmer, Cfa Work Experience Details
  • The Wealthy Parent Llc
    Founder & Chief Wealth Officer
    The Wealthy Parent Llc Aug 2023 - Present
    Chicago, Illinois, United States
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  • Adviser Checkup Llc
    Founder & Principal
    Adviser Checkup Llc Jan 2022 - May 2023
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  • Zuckerman Investment Group
    Chief Compliance Officer & Director Of Operations
    Zuckerman Investment Group Jun 2019 - Jul 2021
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  • Zuckerman Investment Group
    Director Of Operations
    Zuckerman Investment Group Apr 2016 - Jun 2019
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  • Zuckerman Investment Group
    Operations
    Zuckerman Investment Group Jul 2011 - Apr 2016

Kelly Lavieri Palmer, Cfa Education Details

Frequently Asked Questions about Kelly Lavieri Palmer, Cfa

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 current company?

Kelly Lavieri Palmer, Cfa's current role is Chief Wealth Officer @ The Wealthy Parent | Advice-Only Financial Planning for New Parents.

What is Kelly Lavieri Palmer, Cfa's email address?

Kelly Lavieri Palmer, Cfa's email address is kp****@****oup.com

What is Kelly Lavieri Palmer, Cfa's direct phone number?

Kelly Lavieri Palmer, Cfa's direct phone number is (312) 948*****

What schools did Kelly Lavieri Palmer, Cfa attend?

Kelly Lavieri Palmer, Cfa attended Loyola University Chicago.

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