Gregory Palmieri CFP®, MBA

Gregory Palmieri is a Certified Financial Planner (CFP®) and holds an MBA, currently serving as the Manager of Financial Planning at SoFi, a personal finance company based in San Francisco. He has been recognized for his expertise in helping clients navigate complex financial situations and achieve their financial goals.

Professional Background

• Position: Manager of Financial Planning at SoFi
• Experience: Over three years in financial planning, with a focus on personalized financial advice.
• Education: Holds an MBA from George Mason University.

Role at SoFi

At SoFi, Palmieri provides no-cost financial planning consultations to clients, regardless of whether they have investment accounts with the company. His approach includes assessing clients' unique financial situations and offering tailored advice. He is noted for his comprehensive knowledge of various financial strategies, including less common methods like Roth IRA conversion ladders and 72(t) distributions, which are particularly relevant for clients interested in early retirement strategies.12

Skills and Expertise

Palmieri's skill set encompasses:

• In-depth financial assessments
• Strategic planning for retirement and investments
• Knowledge of tax-efficient withdrawal strategies

His ability to customize advice based on individual client needs has been highlighted in client testimonials, showcasing his commitment to providing valuable insights without pushing specific products or services.1

For more detailed information about his professional journey, you can view his LinkedIn profile here .2