OUR STORY - Palma Financial
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OUR STORY

Our History

2021
November 9

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.
November 9

Miguel & Michael

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November 9

Palma is Here to Serve You

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November 9

Accomplished

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.”
November 9

You Are Family

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Call (925) 307-5454 and see why we are the CPA choice for financial success.
November 9

The Palma CPA Family

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