San Diego, CA (PRWEB) February 23, 2014
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, and Chief Marketing Officer Laura Rosenbaum, who bring to the firm decades of experience working with and for financial advisors in bank, independent and wirehouse channels, are pleased that Paul Lieu, experienced advisor serving clients of JP Morgan Chase, Wells Fargo and Citibank, has chosen Palomar Financial (http://www.joinpalomar.com) as his new home.
Paul Lieu has determined that having true ownership of his practice with the personal, dedicated support of the Palomar principals and the Palomar Program™ is the right choice for him to best serve his clients. “In joining Palomar, I can bring the advantage of my experience with helping clients pursue not only their specific financial goals but their life goals. Paul’s, Chris’ and Laura’s specialized knowledge, experience and business management capabilities will help me help my clients as I grow my business,” Paul explained.
Paul Hamzey described the Palomar Program (http://www.joinpalomar.com/Our-Services.3.htm) and its benefit to advisors, “In our experience, many financial advisors are seeking to move on from a salesperson environment to becoming a business owner, building long term legacy for their families. The Palomar Program helps them with the action steps to do that.” By focusing on smooth transition, Centers of Influence partnerships and open architecture products and services, the Palomar Program provides structure for the newly joined advisors as they reshape their businesses. “Time tested techniques combined with our expertise supports our advisors in running their businesses, and, like Paul Lieu has done throughout his career, in providing a wide range of services and products to his individual and business clients in the areas of personal financial planning, estate planning, wealth transfer,” Laura Rosenbaum added.
As Paul Lieu joins the Palomar family, the firm opens a new office in Huntington Beach. Located at 15061 Springdale Street in a mini-financial district near Westminster Mall and Little Saigon, the office provides Paul’s clients, including those clients who prefer to communicate in Vietnamese, a professional space to meet to review their financial situations and life plans.
Insurance services, securities and advisory services are offered through Calton & Associates, Inc., member FINRA and SIPC. Palomar Financial Services and Calton & Associates, Inc. are separate entities. The firms only transact business where they are properly registered or are excluded from registration. Neither Palomar Financial Services nor Paul Lieu is engaged in the practice of law or accounting.
Advisors and financial services firms and journalists interested in learning more about Paul Lieu and Palomar Financial Services’ opportunities and services can visit http://www.joinpalomar.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