Meet our Advisor:

Eric Palumbo

Text_2 | 585.399.8365

my story

Failing to plan is planning to fail. That’s my mantra. I saw the effects bad planning can have on people and that is what led me to a career as a financial professional about 10 years ago.

Unlike most of the educators at The Establishment, I am based out of Rochester, New York and I am stoked to help take this program “on the road” to educate individuals here in our community.

What do I love most about my job? Getting to build relationship with all sorts of people from different walks of life and helping them get a handle on their financial future.

I am proud to call Rochester home where I live with my wife Jen and our daughter, Francesca.

You should know

Adventure seeker and self-proclaimed bourbon snob. Find me in summer enjoying some down time in the beautiful Finger Lakes.

fun facts

Super power of choice


Would like to learn more about

Being "handy"

Binge worthy

Chester Cab deep dish pizza

Would order this at the bar


book a class with eric
Eric Palumbo

Tips and Tricks to Navigating Your Taxes


Online Class | 6:00PM - 7:00PM EST

Book a Checkup through Mass Mutual NYS