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John F
Series 63, Series 65
Temecula, CA
Palomar Advisors Inc.
John Fountain is a financial advisor with Palomar Advisors Inc. in Temecula, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Palomar Advisors (formerly Creative Benefits Inc.) since 2016 and also serves as President and CEO of Creative Wealth Group, a firm involved in fixed insurance product sales and captive insurance. Palomar Advisors provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm tailors portfolios to client goals and risk tolerance and emphasizes fiduciary standards in its retirement account services.
Noah A
Series 65
Temecula, CA
Palomar Advisors Inc.
Noah Andrade is a financial advisor at Palomar Advisors Inc. in Temecula, CA, holding a Series 65 designation with approximately one year of experience in advisory roles. His prior work history includes positions at BMO Bank and University of California San Diego, among others. Palomar Advisors provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm offers tailored portfolios actively managed across various securities and supports retirement accounts under ERISA/IRC fiduciary standards.
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