Deepti Palmer
Financial Adviser
Deepti Palmer – Financial Adviser
“I am excited to be a part of the Invest Blue team and to continue helping clients achieve their financial goals.”
Deepti is a seasoned financial adviser with a passion for helping individuals and families achieve their financial goals. She’s excited to have joined Invest Blue, a reputable and innovative financial planning firm that aligns with her values and beliefs.
With years of experience in the financial industry, she has honed her skills in creating personalized financial plans that take into account each client’s unique circumstances and goals. Deepti’s previous experience in the financial planning and client services industry has given her a wealth of knowledge and expertise that she’s eager to bring to Invest Blue and its clients.
Deepti has always had a strong interest in finance and the impact it can have on people’s lives. Working in the financial planning industry allows her to combine her passion for finance with her desire to help others. She finds great satisfaction in guiding her clients towards financial stability and independence, and she is committed to providing them with the highest level of service and support.
