Aisha Palma, FPQP™

Senior Specialist | Financial Planning

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Biography
Education & Other Highlights
Location(s)

Aisha Palma is a wealth management financial advisor based in Lake Success, NY.

Aisha joined CAPTRUST in 2018 and serves as a senior specialist in financial planning. She delivers high-leveled service to clients—creating and implementing a financial plan along with the senior financial advisor, gathering information and preparing for client meetings, serving as a liaison for the team, and implementing any changes or adjustments to client portfolios.

Aisha holds a Bachelor of Arts degree in psychology from Baruch College and holds the designation of Financial Paraplanner Qualified Professional™ (FPQP™). Outside of work, Aisha enjoys spending time with her family and staying involved with her religion.

Education

  •  Bachelor of Arts degree in psychology from Baruch College

Industry Designations

  • Financial Paraplanner Qualified Professional

Resources

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