Palomar Financial Services Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2013

Year Founded

  • Employees
  • 17


Palomar Financial Services General Information


Palomar Financial Services is an independent wealth management firm offering services in the areas of investment planning, retirement planning, tax management, business insurance, trust services, risk management, education funding, employee benefits, real estate and mortgages. The firm was established in 2013 and is based in Carlsbad, California.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Corporate Office
  • 701 Palomar Airport Road
  • Suite 300
  • Carlsbad, CA 92011
  • United States
+1 (866) 000-0000

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Palomar Financial Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Palomar Financial Services Team (5)

Name Title Deals Office Contact
Chris Radford Managing Director Carlsbad, CA
William Vourlas Wealth Manager & Broker Carlsbad, CA
You’re viewing 2 of 5 team members. Get the full list »

Palomar Financial Services FAQs

  • When was Palomar Financial Services founded?

    Palomar Financial Services was founded in 2013.

  • Who is the founder of Palomar Financial Services?

    Laura Rosenbaum is the founder of Palomar Financial Services.

  • Where is Palomar Financial Services headquartered?

    Palomar Financial Services is headquartered in Carlsbad, CA.

  • What is the size of Palomar Financial Services?

    Palomar Financial Services total number of employees/professionals is 17.

  • What service provider type is Palomar Financial Services?

    Palomar Financial Services's service provider type is Financing Advisory.

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