Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.
|Firm Start Year:||1980|
|States Licensed in:||Florida|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Foreign Languages Serviced:||Spanish|
|Investment Types:||Professional money managers, Insurance, Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email, At my office, At your home, Video Conference, Via phone, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Group Health, Accident, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100K+|
|Compensation Methods:||Based on Assets|
|Organization:||Palm Beach Habilitation Center Lake Worth Florida|
|Duration :||07/01/2015-Currently holding|
|Organization:||Palm Beach County Sports Commission West Palm Beach, Fl|
|Position :||Vice President|
|Duration :||07/2015-Currently holding|
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).Palm Planning Group and JWC/JWCA are unaffiliated entities.
Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren.
J.W. Cole Advisors, J.W. Cole Financial 2014 - Present
Financial Consultant, AXA Advisors, LLC 1980 to 2014
Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning.
Peace Corp Volunteer, Colombia 1974-1977
Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989-2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000-2004; Toastmasters International Talk of the Town Chapter, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member 2003-2006,Member,2017-present; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017, Board Chair 2018; The Gathering of Men Treasurer 2015-present.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 12:00 PM|
|Boynton Beach||Delray Beach|
|North Palm Beach||Palm Beach|
|Palm Beach Gardens||Wellington|
|West Palm Beach||Royal Palm Beach|