Palomar Financial Services Overview

  • Service
  • Financing Advisory
  • Founded
  • 2013
  • 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
Primary 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
Laura Rosenbaum Co-Founding Principal & Managing Director Carlsbad, CA
Chris Radford Managing Director Carlsbad, CA
William Vourlas Wealth Manager & Broker Carlsbad, CA
Robert McGrorty Senior Business Development Manager Carlsbad, CA
To view Palomar Financial Services’s complete team members history, request access »