Kenny Palma - Financial Advisor (CA #0505702) - SafeMoney.com

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Kenny Palma Financial Services Financial Advisor
Address:
25920 Iris Ave Suite 13A-233 Moreno Valley CA 92551

Phone: 888-635-0031

Mobile: 562-325-2532

Kenny Palma Financial Services

 

Kenny Palma has worked in the Insurance Industry for the last 3 decades. He started his career in the P & C business that led him to write Life & Annuity products. He also had series 6 & 63 for Financial Services until he became an independent agent focussing mainly in Alternative Retirement Income. This is the biggest transition in his career when the Index product became popular as part of one’s financial planning. Kenny explains that one of the biggest challenges for every financial advisor is confidence & momentum: confidence in you, confidence in plan and most of all- confidence in themselves.

His role as a professional agent is to educate consumer, (to find their needs whether Life Insurance only, saving for retirement and saving taxes) and make recommendations to satisfy and meet their goals and objectives. Although the Alternative Retirement income is his priority, his role as a professional agent is truly education. In the Insurance and financial world we tend to overcomplicate. Consumers are looking for simple answers and this is how he delivers. He recently moved from LA county to Riverside county with his wife for 47 years. They have a daughter with a baby boy and his wife is now busy helping to take care of their grandson.

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