Miguel Palma

CEO, CPA, PFS, CGMA, Tax Advisor & Founder of Palma Financial Services

Miguel’s accounting journey began at 18, and he quickly climbed the ranks at firms like Deloitte, PwC, and Levi Strauss & Co. His goal? To help folks like you save income taxes and build wealth.

Get to know him:

  • Enjoys golf and poker and loves mangos.
  • Balances work with leisurely walks with Lucy, his Golden Doodle.

To schedule your tax assessment or learn more about our services, click here, reply to this email, or call us at (408)708-9330.