Larry W. Palmer, CFP®
Investment Adviser Representative - CMI
Registered Representative - AIC
619-718-6500 ext: 3045
As a Partner and Supervising Principal of 20/20 Palmer Group, LLC Larry supervises the securities business through Ameritas Investment Corp. He has built his practice around creating comprehensive, personalized plans for all financial planning needs. He is experienced in life, disability, and long-term care insurance, tax-favored college education planning, Roth and Traditional IRAs, stock and mutual fund management, as well as small business retirement planning such as 401(k) and profit-sharing plans. Larry is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with 20/20 CMI.
Larry has 15 years of corporate management experience and has been an Account Manager with Acacia Ameritas since 1995. He joined his father, Leo, to continue his business of personal financial planning. “Our clients have benefited from the ongoing care for their financial planning needs. We have been helping generations of families now because they know the high values and standards that my father and I live by.” Larry’s son and daughter are also interested in eventually joining the family’s business.
Larry earned a Bachelor's degree in Financial Planning from San Diego State University. He holds the following securities licenses: Series 7, 24, and 26 licenses and Life Agent and Variable Contracts Licenses from over 15 states, including the California Department of Insurance.
- Current member of the National Association of Insurance and Financial Advisors since 1996
- On several occasions selected as a member of the prestigious Million Dollar Round Table
- Recognition for outstanding service to policy holders and fulfillment of all class requirements for President’s Club in 2010 and 2011.
- Executive Appointment in 2012 awarded membership in Ameritas Veterans Club in Recognition of Service to Policyholders and Fulfillment of the veteran membership requirements.
Professional and Client references available on request.
Larry has been a resident of San Diego since 1953. He resides there with his wife of over 35 years. They have successfully raised three boys and two girls and provided them with the opportunity to pursue higher education degrees. Larry is an avid golfer and loyal fan of the San Diego Padres and Chargers.