Gregory DePalma, CFP®, is a seasoned leader in wealth management with a passion for helping families achieve their financial goals and fostering the growth of colleagues. Currently serving as Senior Director of Advisory & Planning Private Client at Empower, DePalma leads a dynamic team through significant business scaling. Previously, DePalma held various roles at Personal Capital from 2018 to 2021, contributing to the firm’s growth from $600 million to over $22 billion in assets under management. DePalma holds a B.A. in Economics and Sociology from the University of California, Davis, and an Executive Certificate in Financial Planning from Santa Clara University. In their free time, DePalma enjoys ice hockey, snowboarding, and beach outings with family.
Location
San Diego, United States
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