Description
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.
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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Name | Title | Deals | Office | Contact Info |
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Chris Radford | Managing Director | Carlsbad, CA | ||
William Vourlas | Wealth Manager & Broker | Carlsbad, CA |