Brigitte Palumbo is the President and Chief Compliance Officer here at Keystone Financial Planning, Inc., and has been with the company for 30 years. Her primary responsibilities include providing client service, ensuring that KFP meets all SEC compliance standards, and overseeing employee operations.
Brigitte thoroughly enjoys being able to use her interpersonal communications education to help our clients and their families feel comfortable and confident with their financial plan. When asked what she loves most about her career, Brigitte responded by saying that helping people truly makes her happy. She also said she really enjoys getting to know our clients more personally, helping them solve financial problems, and generally making life easier and therefore more enjoyable for them.
On a personal note, Brigitte has been happily married to her husband, Brian, for more than 23 years. Together they enjoy raising their son, Vincent (16). She was born and raised in Cleveland and currently resides in Avon, Ohio. When she is not working, she loves to travel, listen to audiobooks, practice yoga, and volunteer with her son’s soccer team (when she’s not watching him play, of course!)
Hopefully this gave you a better insight into who KFP’s President is and what her joys and values are. Lastly, when interviewed Brigitte said, “I am a planner. Any kind of planning is truly fun to me!” So please keep that in mind, give her a call, and let her help YOU plan for your financial future.