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Opening Doors to Discovery

At Palomar Financial, our clients are our focus. We know you work hard, and we want your investments to work hard for you.

We create financial strategies that are tailored to your individual needs and goals.

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Our dedicated team has years of experience to guide you through all of life's moments.

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Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.

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We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.

For women, retirement strategy is a long race. It’s helpful to know the route.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Learn about what risk tolerance really means in this helpful and insightful video.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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