A complete list of active advisors currently associated with Palomar Advisors Inc.
Warmer can help you find a great advisor at Palomar Advisors Inc. or one who fits your needs even better.
Palomar Advisors provides discretionary investment management, financial planning, and retirement-plan consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations and corporations. The firm highlights services for sponsored retirement plans, including plan design, fiduciary support, benchmarking and participant education, and it advises on rollovers and IRA arrangements. Portfolios are tailored to clients’ stated goals and risk tolerance and are actively managed across a broad set of securities (individual stocks and bonds, mutual funds, closed-end funds, ETFs and fixed income), with ongoing review and rebalancing. For retirement accounts the firm acknowledges and operates under ERISA/IRC fiduciary standards for rollover advice and discloses the economic conflicts that can arise from such recommendations. Palomar reports approximately $76 million in discretionary assets under management with four advisors serving 28 clients, a concentration that suggests relatively large, relationship-driven engagements rather than many small retail accounts. The brochure also discloses that some personnel are licensed insurance agents and the firm is under common control with an insurance agency, and that it pays solicitors for referrals—conflicts the firm says it discloses and manages.
To learn more about the advisors currently working at Palomar Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Temecula, CA
| 27
|
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