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 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.
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Verified contacts
11
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
69
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JS
Jeremy Sarna
Advisor · Finance & Accounting
EmailPhone - TK
Trecia King
Business Operations and Insurance Specialist · Operations
EmailPhone - KH
Keith Hubble
President & CEO · General Business & Management
EmailPhone - KS
Kelly Schuetz
Chief Operating Officer · General Business & Management
EmailPhone - GF
Greg Fairchild
Paraplanner · Finance & Accounting
EmailPhone - SW
Steve Wright
Financial Advisor · Finance & Accounting
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Palomarwealth
10 distinct titles indexed · top 10 shown.
- 2administrative assistant
- 1advisor
- 1advisor director of client experience
- 1advisor director of research
- 1business operations and insurance specialist
- 1chief operating officer
- 1finance advisor
- 1financial advisor
- 1paraplanner
- 1president & ceo
Sign up to unlock all 11 contacts at Palomarwealth
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Sign up to reveal 11 verified contacts at Palomarwealth
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