About

A Navy veteran, financial educator, girl dad, children's author, and builder.

This is the longer version of the story. Where I came from, what I learned the hard way, and why every project I work on comes back to the same idea: honest information helps real people make better decisions.

Brian Palermo at his home office desk, writing in a notebook

Built around

FaithGirl DadServiceMental HealthMoney

I'm Brian Palermo, a Navy veteran, girl dad, financial educator, children's author, podcast host, and builder. My work is built around the belief that people need more honest conversations about faith, family, mental health, money, and the pressure of everyday life.

Through children's books, financial education, podcasting, advocacy, and business building, I'm creating projects that help people feel more informed, more encouraged, and more connected to what matters most.

Family and Mission

From service to family to building.

Becoming a girl dad changed the lens. I started thinking about legacy more than ladders. About what my daughter will inherit, financially, emotionally, and otherwise. About what kind of household I want to be remembered for building.

The children's books came from this place. So did the work I do around money. The audience changed: it's families now, and the bar got higher.

Today the work spans 3 Path Financial, 3 Path Innovations, Total Money Wellness, Faith, Money & Mental Health, and the books. Different doors, same mission: helping people feel more informed, more grounded, and less alone.

A lot of my work comes from real life, not theory.

Author story

Why I started writing children's books.

Writing started as something personal. Becoming a girl dad changed how I thought about stories, legacy, and the little moments families remember together. The books that came out of that are warm, fun, and built around real animals with big personalities.

Bobo and Kyra are the first two. There will be more, and somewhere down the road there is probably a more personal book in there too. When it's ready. No promises.

See the books
Bobo and Kyra picture books on a wooden surface

The path

How the work got here.

No straight line. The chapters that shaped this work, roughly in order.

  1. Service

    Navy Service

    Service in the United States Navy aboard the USS George H.W. Bush. The shaping ground for responsibility, discipline, teamwork, and integrity.

  2. Leadership

    Leadership and Relationship Focused Work

    Learned how to listen, organize, and serve people. Those instincts carry into the rest of the work.

  3. Family

    Becoming a Father

    Becoming a girl dad changed the way I thought about legacy, responsibility, and what kind of work matters.

  4. Advocacy

    Mental Health Advocacy

    Mental health is a topic I care about and a part of why this work matters. The goal is to help others feel less alone.

  5. Mission

    Financial Education Path

    Started building education first resources for families navigating money without overwhelm or pressure.

  6. Storytelling

    Children's Books

    Bobo the Chihuahua and Kyra the Sassy Shiba. Stories built around family, humor, and heart.

  7. Voice

    Podcast and Content

    Faith, Money & Mental Health. Real conversations with Mark Yard and Aaron Duchane about the parts of life people often carry quietly.

  8. Next

    Future Veteran Focused Work

    The veteran community matters. Future work focused on veterans is being built carefully.

Values From Service

What I lead with.

Service shaped each one. They show up across every part of the work.

  1. Responsibility

    Showing up when people are counting on you.

  2. Teamwork

    Recognizing that nobody moves forward alone.

  3. Discipline

    Doing the work even when it isn't easy.

  4. Integrity

    Being honest, direct, and careful with trust.

  5. Service

    Building something useful for others.

Press

Speaking, podcasts, and press.

Featured appearances will be added as they happen. To book Brian for a podcast, panel, or talk, use the contact form.

Book with Brian

Want to talk through something?

A free Clarity Session is the fastest path for financial education or life insurance questions. For speaking, media, ventures, or anything else, send a message instead.