PalomarWealth
Company

PalomarWealth

Financial Services 4500 N Prospect Rd. 7 employees
Employees
7
Contacts
2
Emails
2

PalomarWealth Overview

Headquarters
4500 N Prospect Rd.
Industry
Financial Services
Employees
7
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About PalomarWealth

Our philosophy is based on our core Christian values and our collaboration with our corporate organization, Thrivent Advisor Network. PalomarWealth provides the right blend of education with financial strategies to plan for your financial future. As fiduciaries, we are ethically bound to put your needs first. Our practice creates lasting relationships built on trust to assist you in leading a life of purpose. See important disclosures at https://www.palomarwealth.com/disclosures. PalomarWealth may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and PalomarWealth are not affiliated companies.

PalomarWealth Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

PalomarWealth Org Chart

Sample employees and titles
Name Title Contact
Keith Hubble President & CEO of Palomarwealth
View
Trecia King Administrative Specialist - Helping
Email
Kelly Holloway, Cfp® Advisor - Helping Families Build True
View
Greg Fairchild Retired Elementary Principal; Currently
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Senior / Lead 1 profile

Compare Similar Companies to PalomarWealth