San Diego, CA (PRWEB) 10 August, 2015 (PRWEB) August 14, 2015
Operational support and marketing coaching are the hallmarks of the independent yet supportive Palomar Financial Services platform. Palomar co-founding principals and managing directors, Chris Radford and 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 three experienced advisors have chosen Palomar Financial (http://www.joinpalomar.com) as their new home.
Over the past two months, Jeff Krall and Carl Walbert (Your Vision Financial Services), Buddy Thomas (Superior Planning) and Gary Graham have determined 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. In joining Palomar, they can take advantage of 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. “Laura and I are eager to share our years of experience in all aspects of the investments and insurance industries.”
Chris described the Palomar Program (http://www.joinpalomar.com) 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 new advisors in running their businesses, going through transition from their previous firms and continuing to add new client relationships,” Laura Rosenbaum explained.
“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 Financial Services are able to provide it’s advisors with a full-range of financial options for their clients,” Chris Radford explained of the new members of this investments and insurance collective.
Palomar Financial Services is the fastest growing office affiliated with Calton & Associates. Advisors and financial services firms and journalists interested in learning more about Palomar Financial Services’ opportunities and services can visit http://www.joinpalomar.com or contact Managing Principals Chris Radford (858.342.0534) or Laura Rosenbaum (310.729.0278) for more information.
Securities and Advisory Services offered through Calton & Associates, Inc. Member FINRA/SIPC
OSJ 14497 N. Dale Mabry Hwy, Suite 215, Tampa, FL 33618 (813) 264-0440
Christopher Radford, OSJ Manager
Insurance services offered through Palomar Preferred Insurance Services.
Palomar Financial Services, Palomar Preferred Insurance Services and Calton & Associates, Inc. are separate entities.
Laura Rosenbaum, Managing Director & Chief Marketing Officer
Palomar Financial Services