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225 Broadhollow Road
Suite 105
Melville, NY 11747


Evergreen Planning



About Charles Palma

Charles was born in Brooklyn, New York and raised in a hard working middle class family who always valued the importance of core values such as honesty and integrity. He carried these values to his financial practice that began at the age twenty. 

Charles also wanted to advance his career and earned his Masters Degree in Finance, as well as attaining his Chartered Financial Consultant designation along with his Chartered Life Underwriter designation and his LUTCF, CLTC designations respectively. 

Charles is also very active in the financial services industry, and is the past President of the Long Island Chapter of the Society of Financial Service Professionals* from 2011 to 2012. He has also mentored several advisors and works in a producer group.  

He is also a member of the prestigious Million Dollar Round Table .  

Charles resides in St. James, NY with his family and pets. He is very involved in physical fitness and athletics, as well as coaches and trains youth sports for his children. 

He considers it a noble opportunity to be able to serve his clients. He is known for saying, " This is the most honorable work". He loves to give back and helps when he can.    

* Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.

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