Brigitte Palumbo serves as the President and Chief Compliance Officer at Keystone Financial Planning, Inc., bringing over 30 years of dedication to the firm. In her role, she oversees client service, ensures full compliance with SEC regulations, and manages day-to-day employee operations.
With a background in interpersonal communication, Brigitte enjoys helping clients and their families feel confident and at ease with their financial plans. When asked what she loves most about her work, she shared that working with others makes her happy. She values building personal connections, solving financial challenges, and making life easier—and therefore more enjoyable—for the clients she serves.
Outside the office, Brigitte has been happily married to her husband, Brian, for over 24 years, and together they are raising their 17-year-old son, Vincent. Born and raised in Cleveland, she now resides in Avon, Ohio. In her free time, she enjoys traveling, listening to audiobooks, practicing yoga, and volunteering with her son’s soccer team—when she’s not watching him play, of course.
When asked to describe herself, Brigitte said, “I am a planner. Any kind of planning is truly fun to me!” So, whether you’re looking to secure your financial future or navigate life’s next big steps, Brigitte would be delighted to help you create a plan that works for you.