Team - Palma Financial

Gabriel Pineda

Executive Support Specialist

Prior to joining our firm, Gabriel was involved in client care for Microsoft products for three years. Our firm’s newest employee, Gabriel is spending a lot of time learning about taxes and systems. Customer care is his passion, and he is always ready to assist you.

Gabriel’s goal one day is to be a voice-over artist for films. Swimming and fitness are two of his favorite activities. He has read Harry Potter over twelve times.

Olga Moreira

Marketing Specialist

Olga joined Palma Financial Services when she was 17 years old. She has a passion for learning and developing her business expertise. Every day, she assists the marketing team with the daily newsletters and webinars, works with contractors, maintains LinkedIn accounts, and answers messages.

Saving the world and saving money are both things she cares about, and as a result she likes to shop for pre-owned items. Music is one of her passions, and in her down time she is studying to become a medical technologist.

Jasmine Ceja

Onboarding and Engagement Specialist

Palma Financial has flourished under Jasmine’s guidance since 2010. Before Palma Financial, she worked in visual merchandising for retail. She obtains and delivers vital information and documents to assist your involvement. She oversees your project on a daily basis if you have an ongoing accounting or tax planning engagement.

Jasmine was born and raised in San Diego, California. Being a Virgo, she loves to organize everything. A phrase she likes to live by is: Life is always better on a sunny beach.

Pedro Moreira

Client Success Specialist

Pedro joined our family company three years ago after translating for medical volunteer brigades in Nicaragua. He studied U.S. tax law as he mastered several tax programs. Pedro prepares exquisite reports for you, ensuring that tax planning and delivery are clearly outlined. If you have technical questions about Corvee, our client portal, he will be pleased to assist you.

Basketball was one of Pedro’s high school interests. He’s also a serious gamer and fashionista. He was raised in Matagalpa, a coffee-producing region of Nicaragua, so coffee runs in his genes.

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Palma Financial’s Team Members

Jasmine Ceja

Pedro Moreira

Olga Moreira

Gabriel Pineda

PALMA FINANCIAL

PALMA FINANCIAL