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Pablo Fitting
Senior Financial Advisor - Private Client Group - Empower Personal Wealth
Gregory DePalma, CFP®, is the Director of Advisory Service at Personal Capital, where he utilizes his expertise to assist clients in achieving their financial goals. He is based in San Diego, California, and has a strong background in financial planning and advisory services. DePalma is recognized for his commitment to providing comprehensive financial advice tailored to individual client needs.
Professional Background
- Current Role: Director of Advisory Service at Personal Capital.
- Previous Positions: He has held various roles in financial planning, including Senior Director at Empower and Manager of the Private Client Group at Personal Capital Advisors.
- Certifications: As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he adheres to high standards of professional ethics and competency in financial planning.
Education
Gregory DePalma graduated from the University of California, Davis, which has equipped him with a solid foundation for his career in finance.
Personal Philosophy
DePalma is passionate about helping families navigate their financial journeys and achieve long-term success through strategic planning and informed decision-making.123
Highlights
Nov 30 · empower.com
Tax reform & capital gains: FIFO vs. HIFO - Empower
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Location
Greater Chicago Area
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