How To Win The Game Of Money = Become Financially Independent & Make Work Optional

Guest:


Philip Palumbo, Founder, CEO and Chief Investment Officer,
Palumbo Wealth Management (AUM: approximately $650M)





Website:


https://palumbowm.com/





Bio:


Philip G. Palumbo is Founder, CEO and Chief Investment Officer of
Palumbo Wealth Management. He is a contributor on CNBC,
Bloomberg, Reuters, Schwab Network, and Cheddar News. His market
insights have been quoted in such leading publications as The
Wall Street Journal and Barron’s. He has authored, Make Work
Optional, a book dedicated to assisting individuals and families
on how to properly plan and invest their money. He served as
Senior Vice President and Senior Portfolio Manager at UBS before
forming Palumbo Wealth Management, a full-service boutique wealth
management firm. Over the past 20 years, Philip has held senior
roles with several major financial institutions, and he has
successfully assisted families and individuals navigate some of
the most challenging market environments in recent history. The
leadership Philip provided for his clients during these difficult
markets has helped them achieve their most important financial
goals as they prepare for retirement.


Philip’s UBS practice, the Palumbo Wealth Management Group, was a
premiere Long Island-based wealth management team. He has
lectured and taught several thousands of families and individuals
throughout his career at a major university on subjects such as
retirement and investment planning, tax, estate and trust
planning, family governance and asset protection.


Philip has long held a tremendous inner passion for delivering
exceptional financial advice and guidance to his clients and
always putting their interest first before anyone else, no matter
what. He has always felt that the way financial institutions
deliver wealth management can be greatly improved. For this
reason, Philip registered Palumbo Wealth Management as a
Registered Investment Advisor. His vision was to create an
environment where the only focus was on what is best for their
clients.


Philip wants clients to know that the Palumbo Wealth Management
serves as legal fiduciaries on every piece of advice it gives
them, and the firm has unlimited access to the best in breed
products, services and research that are available within the
financial services industry. Palumbo Wealth Management isn’t just
focused on profits, but rather on delivering an incredible world
class experience and service offerings that would make clients
proud.


As the firm’s Chief Investment Officer, Philip has spent
countless hours researching the changing economic environments
and how various investment categories have performed over a
50-year time period. His findings from this research are the
foundation to the investment models he utilizes to assist his
clients in achieving their financial goals. Philip has 20 years
of experience managing money over some of the most difficult and
volatile market periods in history and he has used this
experience and research to guide his clients effectively in
achieving their financial goals.


Philip feels we all get one chance at life. Putting your best
self forward and doing what you feel is right based on your core
values and beliefs systems, is the WHY behind forming Palumbo
Wealth Management.


Philip has earned the Certified Financial Planner (CFP)
designation. This designation is awarded to individuals who
complete two years of specialized education, pass a comprehensive
two-day examination, have required experience and meet ethical
and continuing education requirements. Topics covered include
retirement planning, insurance, employee-benefit planning, income
planning, estate and trust planning, tax planning and investment
strategies.


Read the rest of his bio here:


https://palumbowm.com/about/our-team/