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Martin F. Palumbos

Engaged Community Volunteer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Upstate Non Profit Organizations</span>

Intro Book

Seasoned financial expert with leadership and planning expertise.

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Location

Rochester, New York, United States, US

Skills

Retirement Planning
Estate Planning
Public Speaking
Small Business
Leadership
Investments
Strategic Planning
Entrepreneurship
Financial Planning
Wealth Management
Customer Service
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Martin F. Palumbos has a strong educational background in finance, including a Certified Financial Planner (CFP) degree and a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation. He has also gained significant experience in the field, with over 40 years of service in various roles. Given his location in Rochester, New York, which is a mid-sized market, and his expertise in financial planning and leadership, I estimate his hourly rate to be around $125. This is slightly lower than the national average for financial planners, but reflects his experience working in non-profit organizations and his strong educational background. Some financial planners with similar experience and credentials in larger markets might charge $200-$300 per hour, but Palumbos’s lower rate is likely due to his smaller market presence and non-profit background.

Bio

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Martin F. Palumbos is a seasoned financial expert with extensive experience in retirement planning, estate planning, and wealth management. He has held various leadership roles in non-profit organizations, including Board Member at Catholic Charities of the Diocese of Rochester, Inc. and Trustee at Keuka College. Palumbos has also founded and led his own business, PS&E Plan to Prosper, and has worked as a financial planner at CIGNA Financial Advisors.

Experience

Upstate Non Profit Organizations
- Engaged Community Volunteer
  - Jan 2018 - Present
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER,...
- Rochester, New York
- Board Member
  - Jul 2016 - Present
  - Rochester, New York
Keuka College
- Trustee
  - 2012 - Jun 2021
  In June 2022 I was voted Trustee Emeritus Status
St John Fisher Planned Giving Advisory Committee
- Member
  - 2000 - Apr 2020
PS&E Plan to Prosper
- Founder
  - Jan 1998 - Oct 2019
RABEF
- Sponsorship Chair
  - Oct 2002 - 2014
CIGNA Financial Advisors
- Rochester, New York Area
- Financial Planner
  - Jan 1977 - Dec 1997
  - Rochester, New York Area

Education

1985 - 1994

College for Financial Planning

1985 - 1994
1977 - 1983

The American College

1977 - 1983
1969 - 1970

State University of New York College at Brockport

1969 - 1970
1965 - 1969

St. John Fisher College

1965 - 1969

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Martin F. Palumbos

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate