Oscar Jose Palma

Growing up in a working-class family, I learned the importance of stretching every dollar and carefully planning for the future. Finances are the foundation of every household, and I’m committed to helping my clients build it.

As an Accredited Financial Counselor with the U.S. Department of Defense, I've worked with military service members to help them navigate their unique financial situations and educate them on building a strong financial future.

I’ve also traveled abroad to the Dominican Republic to help improve financial literacy in low-income populations and provide small businesses with roadmaps for success. I’m incredibly passionate about connecting with my clients and building a judgement-free environment. I hold a BS in Business Management, with a minor in Business Management. Yo puedo trabajar con clientes que hablan español.

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