401(k) & 403(b) Fiduciary Advisors, Inc.

CONNECT

Address:

10 Scenic Way, Suite 108
San Mateo, CA 94403

Phone:

(650) 931-2650

Fax/Other:

(650) 931-2651

Leadership

John K. Palladino, MBA, AIF®, CRPS®

Managing Director and Investment Advisor Representative

As Managing Director of 401(k) & 403(b) Fiduciary Advisors, Inc., John is an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS) and has grown the firm to become one of the leading defined contribution consulting organizations to small and mid-market companies and non-profits. He counsels clients on developing and maintaining effective due diligence practices, as well as meeting their fiduciary requirements. His quantitative and qualitative analysis helps plan sponsors meet their fiduciary obligations while enhancing investment opportunities for plan participants.

John received his Master of Business Administration, in Finance and Marketing, from the University of San Francisco’s School of Management. He earned his Bachelor of Science degree from the California Polytechnic State University in San Luis Obispo.

John holds the following financial services and retirement industry professional designations:

AIF®, Accredited Investment Fiduciary®, from Fiduciary360’s (fi360) Foundation for Fiduciary Studies in Pittsburgh, Pennsylvania

CRPS®, Chartered Retirement Plans SpecialistSM, from the College for Financial Planning in Denver, Colorado

John is dually registered with FINRA and the SEC. As an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), John holds the following Financial Industry Regulatory Authority (FINRA) licenses:

• Series 6 - Investment Company Products/Variable Contracts Limited Representative

• Series 63 - Uniform Securities Agent State Law Examination

• Series 65 - Uniform Investment Adviser Law Examination

 

Jeremy A. Pomer, CFP®, CRPS®

Senior Plan Consultant

As Senior Plan Consultant for 401(k) & 403(b) Fiduciary Advisors, Inc., Jeremy maximizes successful retirement plan experiences for businesses and their participants. Jeremy has built an over 14-year career in financial services, with a sole emphasis on qualified retirement plans.

A graduate of University of San Diego, he earned a B.A. in Business Administration.

After completing advanced study in a variety of areas he also has received the following credentials:

CFP®, Certified Financial PlannerTM, from the CFP Board in Washington, DC

CRPS®, Chartered Retirement Plans SpecialistSM, from the College for Financial Planning in Denver, Colorado

Jeremy is dually registered with FINRA and the SEC. As an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), Jeremy holds the following Financial Industry Regulatory Authority (FINRA) licenses:

• Series 6 - Investment Company Products/Variable Contracts Limited Representative

• Series 63 - Uniform Securities Agent State Law Examination

• Series 65 - Uniform Investment Adviser Law Examination

Jeremy is very active in the community, and currently supports local schools, through volunteer work, and sponsorships. He is an avid mountain bike rider, yoga enthusiast and golfer. Jeremy currently lives near his childhood hometown, Campbell, CA.

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