OUR STORY - Palma Financial


Our History

Certified Public Accountant “CPA” and Personal Financial Specialist “PFS”

Providing a full spectrum of financial management services, ranging from simple bookkeeping and tax preparation to more sophisticated tax structures.


Miguel’s passion, knowledge and education have parlayed into the earning of the Personal Financial Specialist (PFS) designation; a credential awarded by the American Institute of Certified Public Accountants recognizing “CPA’s with considerably professional experience in financial planning.”

You Are Family

Call (925) 307-5454 and see why we are the CPA choice for financial success.