Position:
Principal CPA at Dennis F. Palumbo, CPA, PA, Independent Financial Planner / Advisor at LPL Finanical
Work:
Dennis F. Palumbo, CPA, PA
- 1321 Commerce Drive, Unit A New Bern, NC 28562 since Aug 2002
-
Principal CPA
LPL Finanical
- 1321 Commerce Drive, Unit A New Bern, NC 28562 since 1998
-
Independent Financial Planner / Advisor
Education:
University of Denver - Masters in Taxation 1986 - 1989
Masters, Taxation
Wayne State University - MBA Finance 1976 - 1978
Masters, Business Administration
Western Michigan University - BBA Accounting 1968 - 1972
Bachelors, Business Administration
Skills:
Retirement Planning, Investments, Strategic Financial Planning, Fixed Annuities, Retirement, Finance, Portfolio Management, Financial Planners, Small Business, CPA, Insurance, Tax, Estate Planning, Long-term Care, Financial Services, Personal Finance
Interests:
Music, Reading, Emerald Isle and Atlantic Beach, Investing, New Technology