About Miguel Palma

About Miguel Palma

Dublin CPA

Miguel Palma Founder Palma Financial Services IncMiguel A. Palma is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has had his own practice in the Northern California (Dublin & San Jose) area since 1998. After graduating from college, he spent six years as an accountant with the national accounting firms of Deloitte & Touche and Price Waterhouse. In private practice, Palma assisted Levi Strauss and Company and their team of accountants through a series of private debt offerings and a restructuring of their worldwide operations.

Miguel Palma served as founding Chairman of the Board of the Greater San Jose Hispanic Chamber, founding Treasurer of the Hispanic Association of Realtors, founding Treasurer and President of the American Association of Hispanic Certified Public Accountants San Francisco and San Jose Chapters, (AAHCPA), respectively and its proud successor the Association of Latino Professionals in Finance and Accountants (ALPFA).

Mr. Palma was chosen to serve on ALPFA’s Executive Committee of the Board of Directors responsible for working together with the CEO and Corporate Advisory Board, its members work in private industry, public accounting, academia, government and regulatory organizations, especially throughout the significant changes executed by the Association during 2001. As a result of the bold moves initiated and implemented by the Executive Committee, the association officially changed its name to ALPFA, achieved a broader membership of students and professionals, and experienced tremendous growth financially, in active membership and chapters.

During his tenure as Chairman of the Board of the Greater San Jose Hispanic Chamber, he actively worked along with various interest groups (including the White House, U.S. Corporations, and various ambassadors from Central America and the Dominican Republic region) in the lobbying effort to effectively secure the adoption of the United States-Dominican Republic-Central America Free Trade Agreement (CAFTA). On August 5, 2004, the United States signed the U.S- Dominican Republic-Central America Free Trade Agreement (DR-CAFTA) with Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, and the Dominican Republic.

He has also served in leadership positions with the California Association of Certified Public Accountants.

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Miguel Palma, Owner/Founder – Palma Financial Services, Inc.