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Levi Palomo

Levi Palomo

Associate Financial Planner

When it comes to helping clients achieve their financial goals, I maintain a client-driven approach that prioritizes their needs. As a passionate investor and financial educator, I understand the importance of adjusting plans to adapt to the ever-changing and unpredictable market. That's why I focus on creating collaborative relationships with my clients, allowing for flexibility as their goals and needs shift throughout their lives.

One of the things I pride myself on is my availability to my clients. Financial planning can be confusing, and I strive to provide clarity and understanding to make the process as stress-free as possible. Whether answering questions or adjusting their portfolio, I am always here to help.

Before joining the team at Pillar, I gained valuable experience trading mutual funds, equities, and complex options strategies for high-frequency retail trading clients at TD Ameritrade, a Charles Schwab company. My passion for trading began at Augustana College, where I served as the President of the Student Investment Fund and led my research team to a first-place finish in the CFA Society of Chicago's research competition.

I hold a Bachelor of Arts degree in Finance and Geography and have passed the SIE, Series 7, Series 63, and Series 65 exams. When I'm not working, I enjoy exploring the great outdoors and spending time with my friends and family.