San Diego, CA (PRWEB) September 09, 2013
Operational support and marketing coaching are the hallmarks of the independent yet supportive Palomar Financial Services platform. Palomar co-founding principals and managing directors, Paul Hamzey and Chris Radford, bring to the new firm decades of experience working with and for financial advisors in bank, independent and wirehouse channels. Advisors affiliating with Palomar Financial Services can take advantage of their specialized knowledge, experience and business development capabilities to help provide and execute smooth and successful transitions. Ultimately, advisors seeking to grow an independent investment advisory business have access to the tools and support they require as they seek to enhance the experience of their clients.
“We are excited to provide the kind of support to financial advisors that permits them to have true ownership of their businesses, their critical client relationships, and, ultimately, clear paths to their futures,” said Chris Radford, Managing Principal and co-founder. “Paul and I are eager to share our years of experience in all aspects of the investments and insurance industries.”
Palomar Financial Services has partnered with IEP Financial, a division of Calton & Associates, Inc. to provide advisors with access to a wide variety of products and services to meet the needs of their clients. Paul Hamzey described the structure the firm has put in place, “IEP Financial, with over a quarter of a century creating innovative approaches for the investments and insurance industry, offers a broker-dealer-and-RIA hybrid platform for advisors who value their independence and want to provide clear, objective, unbiased advice, products and services to their clients. In addition, nationally-recognized Fidelity’s National Financial will serve as the clearing broker. “
“Together, these partnerships provide Palomar Financial Services broker-dealer services for registered representatives and access to a full set of investment advisory services for advisors of all types, tailored to each individual client,” Paul went on to say. Advisors have the opportunity to offer the best investment solutions for their clients from a range of services that includes portfolio management services, financial planning services, other-advisor selection, and pension and profit-sharing consulting services. With securities trading and clearance, mutual funds, wrap fee programs, annuities and other fixed and variable insurance products, retirement plan services, an in-house trading desk specializing in high yield corporate and municipal bonds and mortgage-backed securities, custodial services and alternative investments and investment banking services, through IEP Financial, Palomar is able to provide its advisors a full-range of investment options for their clients.
Advisors and financial services firms and journalists interested in learning more about Palomar Financial Services’ opportunities and services can visit http://www.palomarfs.com or contact Managing Principals Chris Radford (858.342.0534) or Paul Hamzey (760.519.5020) or Chief Marketing Officer Laura Rosenbaum (310.729.0278) for more information.
Laura Rosenbaum, Chief Marketing Officer
Palomar Financial Services