Palma Financial Services, Inc
Palma Financial Services, Inc provides creative, pro-active, financial strategies and life coaching to individual clients, corporations, and small businesses around Dublin, CA, and Alameda County. Our annual fixed fee packages are full service, year-round, tax, accounting, and financial planning.
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Verified contacts
15
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- MP
Marlene Palma
Strategic Tax Advisory Partner · Finance & Accounting
EmailPhone - MP
Marlene Palma
Office Manager · Operations
EmailPhone - AP
Ashley Palma
Staff Accountant · Finance & Accounting
EmailPhone - MC
Mary Castro
Quickbooks Online Expert · Finance & Accounting
EmailPhone - PE
Pedro Enrique Moreira
Assistant · Operations
EmailPhone - PM
Pedro Moreira
Senior Tax Advisor · Finance & Accounting
EmailPhone - TB
Tammy Bonilla
Assistant · General Business & Management
EmailPhone - JC
Jasmine Ceja
Chief Operating Officer · General Business & Management
EmailPhone
Showing 8 of 15 verified contacts
Top roles at Palma Financial Services, Inc
14 distinct titles indexed · top 10 shown.
- 2assistant
- 1accountant
- 1adjunto del servicio de atención al cliente
- 1automation specialist
- 1chief operating officer
- 1financial advisor
- 1marketing and networking
- 1office manager
- 1quickbooks online expert
- 1receptionist
- +4more titles
Sign up to unlock all 15 contacts at Palma Financial Services, Inc
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Sign up to reveal 15 verified contacts at Palma Financial Services, Inc
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