San Diego, CA (PRWEB) May 06, 2014
Providing advisors excellent operational support and marketing coaching is the hallmark 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 two new offices in Pennsylvania and three in California have chosen Palomar Financial (http://www.joinpalomar.com) as their new home.
Heath Goldstein heads the 1st Financial Investments Inc. office in Clarks Summit, PA. In addition to serving his clients as a trusted advisor, he is a private pilot and head of the local Pilots Association. Also serving clients from that office is Michael Dillon, who provides insurance services with a specialty serving physicians’ professional practices.
On the West Coast, highly experienced and successful advisor Charlie Laverty adds his Palm Desert and his Newport Beach offices to the Palomar network. Charlie is supported by Carol Pipitone who volunteers her time as Coachella Valley Ambassador for Shelterbox USA, an organization that provides emergency shelter to victims of major disasters worldwide. Together they provide a wide range of services to high net worth individuals and family offices. Charlie also is active in the community, dedicating himself to his volunteer work with the Make-a-Wish Foundation in the Coachella Valley.
Ruben Gonzalez opens the Ontario office of Palomar Financial Services, extending the firm’s coverage of eastern Los Angeles and the Inland Empire, joining Palomar from JP Morgan Chase.
The addition of these offices is further proof that a growing number of advisors are determining that having true ownership of their practice with personal, dedicated support of the Palomar principals and the Palomar Program™ is the right choice for them (http://www.palomarfs.com/agents.cfm). In joining Palomar, they can take advantage of Paul’s, Chris’ and Laura’s specialized knowledge, experience and business development capabilities to help provide and execute smooth and successful transitions. Ultimately, these advisors seeking to grow their businesses have access to the tools and support they require as they look 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, Laura and I are eager to share our years of experience in all aspects of the investments and insurance industries.”
“These experienced advisors who have recently joined Palomar are all highly experienced, high caliber investments and insurance professionals who demand the opportunity to offer the best investment solutions for their clients. From portfolio management services to financial planning services to lifecycle needs such as estate, college and retirement planning, the advisors associated with Palomar are able to provide its advisors a full-range of financial options for their clients,” Chris Radford explained of the new members of this investments and insurance collective. “We are honored that they believe in the value they receive from associating with Palomar Financial Services,” Chris added.
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. Securities and advisory services are offered through Calton & Associates, Inc., member FINRA/SIPC. Palomar Financial Services and Calton & Associates, Inc. are separate entities.
Insurance services, Securities and Advisory Services offered through Calton & Associates, Inc. Member FINRA and SIPC
OSJ 14497 N Dale Mabry Hwy, Suite 215, Tampa FL 33618 (813)264-0440
Chris Radford, Registered Representative
Palomar Financial Services and Calton & Associates, Inc. are separate entities.
Laura Rosenbaum, Chief Marketing Officer
Palomar Financial Services