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.
- Bachelor of Arts degree in psychology from Baruch College
- Financial Paraplanner Qualified Professional