Kerri Palermo, CEPA, CFP®, MBA

VP - Financial Consultant

+1 585-419-0517

Financial credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Financial Paraplanner, Nocon & Associates - Ameriprise Financial, 2017-2018
  • Dir. of Planning Services, Schwartzbeck Financial Group - Northwestern Mutual, 2014-2017

Education

  • Master of Business Administration, Rochester Institute of Technology (RIT)
  • Bachelor of Science, Business Administration, SUNY Geneseo
  • CFP Certification Professional Education Program, College for Financial Planning

Personal interests and affiliations

  • Monroe Community Hospital Foundation, Board of Directors
  • New York State Notary Public
  • Irondequoit Concert Band, French Horn

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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