Jaime Planells is a board- CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. The CFP® certification is the recognized gold standard of excellence in personal financial planning while AIF® designees have acquired a thorough knowledge of fiduciary responsibility.
Jaime’s unwavering dedication to his clients led him to launch Palmer Planells Wealth Group, a private boutique practice where integrity, trust, and transparency are the core guiding principles. Jaime holds the Series 6, 63, 65, 7, 9, and 10 securities licenses, and is licensed with the State of Florida in Life, Health, and Variable Annuity insurance. Jaime is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative with Raymond James.
Jaime is part of an experienced advisory team that manages assets across the state of Florida. They help teachers, business owners, municipalities, private corporations, foundations, and endowments.
Jaime was born and raised in New Orleans. He moved to Orlando at age 17 to play soccer at the University of Central Florida, where he graduated with a Bachelor of Arts degree in industrial psychology and completed the CFP® certification. Jaime and his wife, Julie Palmer Planells, live in Central Florida with their son Javi and three Florida Boxer Rescue dogs, Tanner, Sophie, and Dante.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.